WS #12818
No material new developments in the last 30 minutes. The dominant narrative remains the fragile US-Iran de-escalation and escalating US-China tech tensions, with no new data points to alter the previous assessment.
Topics
Key developments
- US and Iran pause military strikes for second night; oil prices dive over 9%
- Nvidia, SpaceX, Microsoft launch Open Secure AI Alliance after OpenAI cyber attack
- China warns of retaliation against US probe into Chinese AI firms; CXMT IPO surges 466%
- Jefferies upgrades GM and Ford to Buy, raises price targets
- Russia's Novorossiysk oil port resumes crude loadings after drone disruption