WS #12814
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran de-escalation and oil price decline, with no fresh data points or counter-signals to report. All key developments from the previous synthesis are unchanged and carry forward.
Topics
Key developments
- US and Iran pause strikes for third night; oil prices plunge 5-6%
- Nvidia in talks to provide $250B guarantees for OpenAI data center
- Google fined €890M by EU for Digital Markets Act violations
- Alphabet spent $45B on AI last quarter, plans $811B more
- European natural gas prices plunge 8% on US-Iran de-escalation