WS #10514
No genuinely new material developments in the last 30 minutes. The dominant narrative remains the tech-led selloff and Iran deal progress, but no new data points or counter-signals have emerged to alter the previous synthesis.
Topics
Key developments
- US-Iran peace deal progress: Iran and Oman to work on Hormuz transit cost pact
- Supreme Court rules in favor of Exxon Mobil in Cuban assets case
- Supreme Court ends lawsuit alleging Cisco helped China pursue Falun Gong
- Big Tech AI debt surge: Amazon $68B, Alphabet $32B, Meta/Nvidia/Oracle $25B each
- DOE conditional $17.5B financing for Westinghouse nuclear reactor deployment
- Russia's gasoline crunch spans country after refinery attacks
- Backblaze shares rise 30% on $335M deal with CoreWeave
- European Commission hosts Taliban representatives for first time