WS #13861
The dominant US-Iran/Hormuz narrative remains stable with no new counter-signals or de-escalation data. Carry-forward items (Nvidia AI infrastructure financing, Intel equity raise) remain unchanged with no new data points. This window carries 17 key development(s), 3 at significance:high: US-Iran progress reports drive oil reversal; Brent pulls back to ~$87 after touching $90; Houthi attack kills 3 on cargo ship; US strikes Panama-flagged vessel in Gulf of Oman; Nvidia launches open-source Nemotron 3.5 Lightning; $500B AI financing initiative ongoing. A further 14 development(s) sit below significance:high.
Topics
Key developments
- US-Iran progress reports drive oil reversal; Brent pulls back to ~$87 after touching $90
- Houthi attack kills 3 on cargo ship; US strikes Panama-flagged vessel in Gulf of Oman
- Nvidia launches open-source Nemotron 3.5 Lightning; $500B AI financing initiative ongoing
- AWS tells engineers to conserve EC2 capacity as AI demand strains data centers
- Russia's central bank authorizes regulated crypto trading for Bitcoin, Ethereum, Tether
- Riot Platforms surges 9% after Bloomberg confirms Anthropic as tenant for $9.1B data center lease
- Cardinal Health beats Q4, boosts FY27 outlook, approves $5B buyback; stock hits 52-week high
- Singapore upgrades 2026 GDP forecast to 4.5-5.5% on AI-driven demand