WS #12471
Holding: newest synthesis is 52d 6h old
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new escalations or de-escalations reported. Oil prices and equity markets are likely to continue reacting to existing geopolitical tensions and the potential for diplomatic resolution. No new corporate or macro signals emerged that would alter the prevailing market dynamics.
Topics
Key developments
- Iran keeps talks alive despite hostilities; US stocks rebound, oil eases
- Hut 8 signs $9.8B AI data-center lease, surges 14%
- Goldman Sachs: Hedge funds sell US tech stocks at record pace
- Alibaba's AliExpress fined €550M by EU
- Goldman Sachs seeks to issue preferred shares amid historic low spreads
- Alphabet developing new AI chip 'Frozen v2'
- Andy Burnham becomes UK PM, scraps digital ID scheme