WS #6072
No material new developments in the last 10 minutes. The previous synthesis remains current with no counter-signals or de-escalation to report.
Key developments
- Shell to acquire ARC Resources in $22B cash-and-share deal
- Real Brokerage to acquire RE/MAX in $880M deal
- POET Technologies shares plunge on Marvell order cancellation
- Microsoft ends OpenAI revenue payments in AI reset
- Trump meets national security officials on Iran peace talks; drone strike in Iraqi Kurdistan