WS #13788
No material new developments in the last 30 minutes. The dominant US-Iran/Hormuz narrative remains stable with no new counter-signals, and no fresh corporate or geopolitical catalysts have emerged beyond what was previously reported.
Topics
Key developments
- Iran says Hormuz stays closed until US meets demands; Iran-Oman talks near final stage
- Ukraine drone strikes hit Russian oil refineries, killing 13 at Nizhnekamsk and hitting Tyumen
- Archer Aviation to acquire Boeing's Wisk Aero, SkyGrid, Insitu; Boeing takes stake
- Nvidia to invest up to $3B in Lancium, Blackstone-backed power developer
- Jefferies downgrades Apple to underperform on all-glass iPhone cancellation
- Intel announces $15B common stock offering
- Meta launches Muse Glimmer, open-weight 30B local AI model
- Cloudflare announces $2.175B convertible notes offering