WS #10425
No genuinely new material developments in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation to report.
Topics
Key developments
- US Treasury issues 60-day general license authorizing Iranian oil production, delivery, and sale
- Vance confirms Iran will allow nuclear inspectors back; Gulf oil flows through Hormuz at fastest pace since war began
- UK PM Keir Starmer officially resigns; Andy Burnham likely successor
- Meta to acquire 20% stake in CRED for $900M; Kunal Shah becomes global CEO of WhatsApp
- Micron receives Bernstein price target upgrade to $1,300 from $510; announces supply pact with Anthropic
- AbbVie acquires Apogee Therapeutics for $10.9B in cash
- Accenture misses revenue expectations, cuts fiscal 2026 outlook; multiple analyst downgrades
- Russian stocks plunge to lowest since March 2023 after hawkish rate cut