WS #7810
No material new developments in the last 30 minutes. The dominant narratives from the previous window (OpenAI IPO filing, US-Iran tensions, Treasury rally, TJX earnings) remain unchanged with no new data points or counter-signals. The situation is stable.
Key developments
- OpenAI to file confidentially for IPO as soon as Friday, targeting September listing at $1T+ valuation
- Iran signals readiness for Strait of Hormuz security mechanism; oil dips 5% on truce hopes
- US indicts former Cuban President Raul Castro for 1996 plane shootdown
- PJM Interconnection accelerates data center energy deals, boosting utility stocks
- TJX Companies beats Q1, raises guidance on strong consumer demand