WS #12833

From 500 msgs · 5 key-dev

No material new developments in the last 30 minutes. The dominant signals from the previous window—U.S.-Iran de-escalation, oil price pullback, chip selloff, and durable goods miss—remain unchanged with no new data points or counter-signals. The narrative is STABLE.

Topics

Key developments

  • U.S.-Iran de-escalation sends oil prices crashing 6-7%
  • Nvidia makes multibillion-dollar investment in Safe Superintelligence (SSI)
  • Tyson Foods and JBS surge on U.S. reopening Mexico cattle imports
  • Cracker Barrel CEO resigns amid modernization backlash
  • Fed decision looms: markets lean toward rate hold, but hike whispers persist