WS #6117
No material new developments in the last 30 minutes. The dominant Iran-US conflict narrative remains stable with no new escalation or de-escalation signals. Other previously reported items (Trump assassination attempt, Dalio stagflation warning, Warsh confirmation, Apple subscriptions, Cramer chip warning, China-Meta/Manus block, POET Technologies crash, Bitcoin whale holdings) have no new updates. The situation is unchanged.
Key developments
- Brent crude rises 2.8% to $108.23 as Strait of Hormuz remains shut; IMO rejects Iran's toll proposal
- Suspect charged with attempted assassination of Trump at White House Correspondents' Dinner
- Microsoft and OpenAI rewrite partnership, ending exclusivity clause
- 600 Google employees urge CEO to reject classified military AI contract with Pentagon
- China blocks Meta's acquisition of AI startup Manus on national security grounds
- Cramer warns chip rally is 'worrisome', comparing to dot-com bubble; SOX up 37% in April
- POET Technologies stock crashes 34-50% after CFO breach of NDA with Marvell, order cancellation
- Apple introduces monthly subscriptions with 12-month commitment on App Store