WS #7891
No genuinely new material developments detected in the last 30 minutes. The dominant Iran/oil narrative remains unchanged with no counter-signals or de-escalation. The previous synthesis already captured all significant events.
Key developments
- Trump postpones AI executive order to avoid harming industry
- Nvidia opens $1.9B stake in Coherent, betting on optical networking for AI
- US awards $2B to quantum computing companies, $1B to IBM
- Ukraine confirms strike on Syzran oil refinery; Iran-Oman discuss Hormuz toll; bypass pipeline 50% complete
- Crypto platforms launch derivatives linked to SpaceX IPO
- Richmond Fed's Barkin questions Fed's ability to 'look through' supply shocks
- AI startup Modal raises $355M at $4.65B valuation
- Deutsche Bank raided over late AML filing