WS #7224
No material new developments in the last 30 minutes. The dominant signals from the previous window (Warsh confirmation, Iran oil crisis, GOOGL record high, NVDA bearish allegations, NKE low, Anthropic raise, Clarity Act, Venezuela debt restructuring) remain unchanged with no new data points or counter-signals. The narrative is STABLE.
Key developments
- Kevin Warsh Confirmed as Fed Chair in 54-45 Senate Vote
- GOOGL Hits Record High Close at $402.62
- Culper Research Targets Nvidia with Alleged China Problem
- Russia Launches Massive Drone Barrage on Ukraine, Killing Six
- Pentagon to Rapidly Buy 10,000 Low-Cost Cruise Missiles
- FedEx Freight Spinoff to Debut June 1
- Ford Stock Surges on Morgan Stanley Bullish Energy Outlook
- Oil Flows Through Strait of Hormuz Fall Nearly 30% in Q1: EIA