WS #6103
No material new developments in the last 30 minutes. The Iran-US conflict narrative remains dominant with no de-escalation signals. Oil prices and market sentiment are stable within prior ranges. No counter-signals or non-dominant-narrative developments detected.
Key developments
- Iran-US conflict escalates: no diplomatic progress, Strait of Hormuz remains closed, oil prices surge
- US consumer sentiment hits record low of 49.8 in April on Iran war gasoline price shock
- Microsoft and OpenAI amend deal, ending exclusivity; EU orders Google to open Android to rival AI
- Nvidia returns to all-time highs; analysts see potential for further gains
- Tesla plans to boost AI, robotics, and chip investments to over $25 billion this year
- Nutrien upgraded to Buy at Barclays on continued nitrogen strength from Iran war
- White House Correspondents' Dinner shooting suspect charged with attempted assassination of Trump