WS #10563
No material new developments in the last 30 minutes. The dominant narrative remains unchanged: US-Iran de-escalation continues to pressure oil prices, while Cerebras' post-earnings weakness weighs on AI chip sentiment. No counter-signals or new data points emerged to alter the prevailing outlook.
Topics
Key developments
- US Senate passes bipartisan War Powers Resolution to restrict Trump's Iran strike authority
- Cerebras Systems (CBRS) drops 11% after-hours on lower margin guidance despite revenue beat
- EASA orders urgent inspections on 16 Airbus A380s after wing cracks found; 5 Emirates planes grounded immediately
- China's Xi pressures Japan by throttling key mineral exports
- Oil holds declines as Strait of Hormuz tanker traffic resumes; Brent at lowest since war began