WS #10022
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran deal and India trade talks, with no new data points or counter-signals to report.
Key developments
- Trump says Iran MOU is 'very strong,' warns process will restart if deal fails
- India PM Modi: Strait of Hormuz reopening vital for global economy; Trump 'very close' on India trade deal
- Microsoft seeks to rent $3B in computing power from Oracle amid surging AI demand
- EIA crude inventories draw 8.263M barrels vs 3.6M est, bullish for oil
- Jabil beats Q3 estimates, raises FY26 guidance above consensus
- FDA signals uniQure Huntington gene therapy data could support accelerated approval
- Trump invokes Defense Production Act to boost munitions supply chains
- Southwest Airlines partners with AWS to modernize technology, transition to cloud by 2028