WS #7885
No material new developments in the last 30 minutes. The dominant US-Iran narrative remains stable with no escalation or de-escalation signals. No counter-signals or non-dominant-narrative developments detected.
Key developments
- Spotify launches AI-generated remixes with Universal Music Group licensing deal
- SpaceX markets itself as AI play targeting $26.5 trillion market, files for Nasdaq IPO
- RBC Capital raises NVIDIA price target to $270, maintains Outperform
- White House postpones Trump's AI signing ceremony
- Trump advisor predicts gas price drop; slashing gas tax to save drivers 18 cents per gallon
- Mortgage rates jump to 6.51%, highest since Iran war started
- Bitcoin ETF holders selling on recovery exposes bearish dynamic
- Ukraine strikes Syzran oil refinery over 800 km from border