WS #7620
No genuinely new material developments detected in the last 30 minutes. The dominant theme of potential Iran de-escalation via US oil sanctions waiver remains stable, with no new corroborating or contradicting data. Other previously reported items (NextEra-Dominion, Cognizant buyback, Berkshire exiting UNH, Bitcoin Depot bankruptcy, Publicis-LiveRamp) have no fresh updates. The narrative arc is STABLE.
Key developments
- US agrees to temporary OFAC sanctions waiver on Iranian oil, Tasnim reports
- NextEra Energy to acquire Dominion Energy for ~$67B in stock
- Meta to cut 8,000 jobs this week as AI spending surges
- Ebola outbreak in Congo and Uganda declared global emergency
- Michael Saylor's Strategy buys 24,869 Bitcoin for $2.01B