WS #9258
No material new developments in the last 30 minutes. The dominant narrative remains the Iran-Israel conflict escalation and rate hike fears, with no counter-signals or de-escalation detected. NVIDIA's AI partnerships and Xi's planned North Korea visit are unchanged from previous synthesis.
Key developments
- Iran launches missile barrage at Israel, oil surges over 4%
- NVIDIA announces multiyear partnerships with SK hynix and NAVER for AI infrastructure
- Strong US jobs data fuels rate hike expectations, tech selloff
- Xi Jinping to visit North Korea June 8-9, first trip in 7 years
- Trump says Netanyahu has 'no choice' but to accept US-Iran deal