WS #7688
No material new developments in the last 30 minutes. The dominant narrative of US-Iran de-escalation and oil price decline remains unchanged, with no fresh data points or counter-signals to report.
Key developments
- Trump calls off planned Iran strikes; Gulf allies signal peace deal close
- US extends Russian oil sanctions waiver for third time with anti-China rationale
- Ukraine launches 1,300 drones hitting Moscow-area oil refineries
- Blackstone pledges $5B to launch TPU-powered AI cloud business with Google
- Amesite (AMST) jumps 91% after-hours on enterprise deployment and revenue growth