WS #5859
No material new developments in the last 10 minutes. The previous synthesis remains current with no counter-signals or de-escalation observed.
Key developments
- DOJ closes criminal probe into Fed Chair Powell, clearing path for Kevin Warsh confirmation
- US issues fresh Iran-related sanctions and general license for Hengli Petrochemical wind-down
- Intel stock soars 20%+ on AI-driven turnaround, beats Q1 estimates
- Meta plans to lay off 10% of staff (~8,000 employees) on May 20 to fund AI investments
- Tesla starts production of Robotaxi (Cybercab) without steering wheel or pedals
- Model says sell Apple: overpriced on China bounce, operational leverage exhausted
- IEA warns Iran war impact on energy markets to extend beyond 2026
- Witkoff and Kushner to travel to Pakistan for Iran negotiations