WS #7946
No material new developments in the last 30 minutes. The Strait of Hormuz crisis remains the dominant theme with no de-escalation signals. The prior high-significance developments (US-Iran conflict, oil supply crisis, China fintech crackdown, ECB hawkishness, AI chip hub) carry forward unchanged.
Key developments
- Strait of Hormuz crisis escalates: Iran claims 35 ships passed with permission, 14 Indian vessels stranded, oil prices jump
- Goldman Sachs warns of record global oil inventory drawdowns in May
- China securities regulator penalizes Tiger Brokers, Futu, and Longbridge for illegal cross-border trading
- ECB likely to raise rates next month despite Iran war inflation risks
- Polymarket-linked adapter drained for at least $520K in suspected exploit
- WhiteFiber locks in $160M AI deal using NVIDIA GPUs, stock soars
- Google's AI glasses threaten Meta's 80% market grip, analyst says
- US to award $2B to quantum computing firms, take equity stakes