WS #9296
No material new developments detected in the last 30 minutes. The Intel foundry narrative, geopolitical tensions, Tesla sales, and Eli Lilly results remain unchanged from the previous synthesis. No counter-signals or de-escalation signals have emerged.
Key developments
- Intel surges on reports Google, Nvidia exploring foundry partnership amid TSMC capacity crunch
- Iran and Israel cease fire after overnight exchange, but Hormuz blockade and oil supply risks persist
- Tesla May China sales surge 23% retail, 68% exports YoY
- Eli Lilly retatrutide Phase 3 shows statistically significant improvements in weight loss, osteoarthritis pain, sleep apnea
- Meta files contempt order against NSO Group for violating WhatsApp injunction
- Fair Isaac announces $2 billion buyback plan, shares rise
- Duluth Holdings beats Q1 estimates, affirms FY26 guidance
- FCA seeks injunction against Neil Woodford for unauthorized investment advice