WS #7354
No material new developments in the last 30 minutes. The dominant narratives from the prior window remain stable with no new counter-signals or de-escalation events.
Key developments
- Supreme Court preserves nationwide telehealth access to mifepristone
- US Treasury Secretary Bessent says China will work to reopen Strait of Hormuz
- Nu Holdings stock slides 10% after-hours on Q1 earnings miss
- Cerebras IPO surges 89% on debut, raises $5.55B
- G-III Apparel forms 50/50 JV with WHP Global for Marc Jacobs brand
- CIA Director visits Cuba, signals potential US engagement
- UBS raises NVDA price target to $275, maintains Buy
- House Republicans narrowly block Iran war powers resolution (212-212)