WS #10619
No genuinely new material developments in the last 30 minutes. The dominant narrative of oil supply normalization and Iran de-escalation continues without fresh data points or counter-signals.
Topics
Key developments
- Petrobras Buzios field output reaches 1.1M bpd, adding to global oil supply glut
- Trump: Iran is agreeing to everything I want
- Nvidia CEO Huang: National security comes first, black market data centers a 'dead end'
- Qualcomm acquires Modular for ~$3.9B to boost AI chip efficiency
- Sunrun surges on Tesla deal for AI data center energy storage
- Google poised to lose two more high-profile AI researchers to Anthropic
- Bitcoin breaks $60,000 again as crypto's biggest buyers wobble
- US air fares rose 4.7% in early 2026 as oil prices spiked