WS #12630
No genuinely new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged, with no new statements or events. AMD's Anthropic investment and Reddit's Google deal reconsideration are stale. No counter-signals or de-escalation observed.
Topics
Key developments
- Trump threatens to bomb Iranian bridges and power plants over Strait of Hormuz attacks; Brent crude above $95
- AMD invests $5 billion in Anthropic, strikes chip deal to challenge Nvidia
- Reddit stock sinks 9% on report it may not renew Google AI content deal
- USTR Greer: support for USMCA travel/tourism working group, domestic iron ore protection, prefer negotiation on aerospace supply chains
- GE Vernova shares slide as higher revenue outlook fails to impress; data center equipment demand expectations too high
- Super Micro Computer revenue at low end of guidance, stock up 25% anyway
- Nike shares lower on report ending online sales agreements with Chinese distributors
- Oracle stock falls on data center cost overruns and OpenAI exposure