WS #8258
No material new developments in the last 30 minutes. The dominant signals from the previous window (US-Iran escalation, China AI travel restrictions, ECB stance, Ferrari EV disappointment, IBM deal, Russia-Ukraine conflict) remain unchanged with no new data points or counter-signals. The situation is stable with no escalation or de-escalation detected.
Key developments
- US strikes Iran targets near Strait of Hormuz; Iran shoots down US MQ-9 drone; ceasefire in jeopardy
- China cracks down on cross-border brokerages; Futu Holdings and Up Fintech plunge
- Elbit Systems wins $1.4 billion European contract; shares jump 8%
- Pony AI beats Q1 estimates, raises FY26 robotaxi revenue and fleet targets
- Space stocks extend gains on SpaceX IPO optimism