WS #12874
No genuinely new material developments in the last 30 minutes. The dominant narrative remains the de-escalation of US-Iran hostilities and the oil selloff, with no fresh data points or counter-signals to report.
Topics
Key developments
- US-Iran de-escalation: Trump confirms talks, oil plunges ~8.7%
- Trump urges Fed to cut rates; Citadel Securities expects surprise hike
- Nvidia in talks to backstop $250B loan for OpenAI data center campus
- Apple surpasses Nvidia as most valuable company amid chip selloff
- Johnson & Johnson announces $5.5B talc settlement