WS #8363
No material new developments in the last 30 minutes. The dominant narrative remains stable with no escalation or de-escalation. No counter-signals or non-dominant-narrative developments detected.
Key developments
- Trump demands Iran surrender uranium, no sanction relief; Hormuz deal uncertain
- Meta launches paid subscription tiers across Instagram, Facebook, WhatsApp
- Uber proposes Delivery Hero takeover at $11.6B valuation
- Eli Lilly goes on $20B buying spree
- EU pledges €28B military aid to Ukraine; von der Leyen signals EU accession steps
- Crude oil falls over 5% on Hormuz deal chatter
- JPMorgan shares fall as Dimon flags higher costs
- Cleveland-Cliffs surges on falling oil prices and Barclays note