WS #8920
No material new developments in the last 30 minutes. The Iran-US diplomatic narrative remains de-escalating with talks ongoing, and no new data points have emerged to change the prior assessment. Other previously noted items (ISM Services PMI, Anthropic IPO, Nvidia commentary, Meta launch, Pershing Square exit) remain unchanged.
Key developments
- Iran signals ongoing talks and 4-stage deal plan, countering escalation narrative
- US ISM Services PMI beats at 54.5, fueling rate-hike bets and dragging indices from records
- Anthropic picks Morgan Stanley and Goldman Sachs to lead IPO
- Nvidia CEO says only 'some crazy person' fails to see ROI from AI investments
- Ukrainian drones strike St. Petersburg oil terminal, escalating Russia-Ukraine conflict
- CENTCOM reports rerouting 125 commercial vessels and disabling 6 as part of Iran blockade
- Meta Platforms launches Business Agent across messaging apps
- Bill Ackman's Pershing Square to exit Universal Music stake