WS #5846
No material new developments detected in the last 10 minutes. The dominant narratives from the previous window remain unchanged: DOJ probe dropped for Powell, Strait of Hormuz crisis, ECB digital euro, Meta-AWS deal, Hut 8 bond sale, Morgan Stanley MSFT upgrade, Avis short squeeze end, Israel-Hezbollah clashes, Iran diplomatic efforts, and European aviation advisory. No counter-signals or de-escalation events observed.
Key developments
- DOJ drops criminal probe into Fed Chair Powell, clearing path for Warsh nomination
- Euro-zone inflation jumps to 2.5-year high in April as Iran war fallout squeezes economies
- Trump sends Witkoff and Kushner to Pakistan for talks with Iranian foreign minister
- Nvidia surges 5%, adding $250B to market cap, poised to snap record close drought
- Meta to lay off 8,000 employees (10% of workforce) amid massive AI spending
- Google and Microsoft to bid for SoftBank US data center lease
- IEA warns 120 billion cubic meters of LNG lost due to Hormuz crisis through 2030
- US considers suspending Spain from NATO over insufficient Iran war support