WS #7502
No material new developments in the last 30 minutes. The US-Iran tensions narrative remains stable with no new escalation or de-escalation signals. The Nebius Group earnings beat and Anthropic-Gates Foundation partnership are carry-forward positives with no new data. The Latvia government collapse is unchanged and not market-moving for US equities. The Fed hike repricing narrative is stable. No counter-signals or non-dominant-narrative developments emerged in this window.
Key developments
- Trump considers military options against Iran after stalled negotiations
- Iran FM warns direct military conflict possible if talks fail
- Nebius Group (NBIS) Q1 earnings beat with 684% sales jump on data center demand
- Taiwan declares 'sovereign and independent' after Trump comments
- Hezbollah shells Israeli positions in south Lebanon