WS #8547
No material new developments in the last 30 minutes. The dominant signals from the previous window—Dell earnings beat, Iran ceasefire denial, Ukrainian drone strikes, and Trump IRS case—remain unchanged with no new data points or counter-signals. The window is dominated by noise and routine updates.
Key developments
- Iran denies finalized ceasefire deal with US, contradicting earlier reports
- Ukrainian drone strikes hit Russian oil infrastructure in Yaroslavl, Volgograd, Temryuk
- Federal judge reopens Trump IRS lawsuit, questioning 'weaponization' fund
- Nvidia, Microsoft, Arm tease Nvidia N1X laptop processors ahead of Computex
- Dell Technologies surges +32.8% on AI server earnings beat (carry-forward)