WS #8354
No material new developments in the last 30 minutes. The dominant US-Iran narrative remains stable with no new data points. Oil prices continue their decline, but no fresh catalysts emerged. Tech and other sectors show no new signals. The previous synthesis remains current.
Key developments
- Trump threatens to resume military action against Iran, but also says Strait of Hormuz will be open to everyone
- Oil prices decline sharply (WTI -4.4%, Brent -4.1%) on US-Iran peace framework reports
- Microsoft cloud revenue could surge as deployments set to rise sharply
- Nvidia's Huang plans to strengthen AI semiconductor triangle alliance
- FAA halts SpaceX Starship launches pending investigation
- Exxon shareholders approve redomicile to Texas from New Jersey
- Israeli airstrikes target southern Lebanon's Tyre, hitting Hezbollah-linked infrastructure
- Uber raises stake in Delivery Hero to 24.99% at €12 billion valuation