WS #8430
No material new developments in the last 30 minutes. The dominant US-Iran ceasefire narrative continues to escalate with deal progress, while tech earnings counter-narratives remain stable. No counter-signals or de-escalation events detected.
Key developments
- US-Iran 60-day ceasefire extension MOU reached, awaiting Trump approval
- US Treasury threatens Oman with sanctions over Strait of Hormuz
- EU seeks crisis powers to seize control of chip supplies
- US inflation rises at fastest pace in three years in April
- Rothschild downgrades TTD to Sell with $11 target, citing competition from GOOGL, META, AMZN
- Microsoft plans to showcase new coding AI model at Build conference next week
- Snowflake price target raised to $284 by RBC Capital