WS #6579
No material new developments in the last 30 minutes. The Iran-UAE conflict narrative remains unchanged with no new attacks or diplomatic breakthroughs. Oil prices and market sentiment are stable. No counter-signals or non-dominant-narrative developments detected.
Key developments
- Iran strikes UAE for second consecutive day, hitting Fujairah oil site
- PayPal to cut ~20% of workforce, shares fall 9%
- DuPont beats Q1 estimates, raises guidance, initiates accelerated buyback
- OpenAI releases GPT-5.5 Instant with 52.5% fewer hallucinations
- Trump pressures FDA to approve flavored vapes, vaping stocks jump
- SEC proposes allowing companies to shift from quarterly to semi-annual reporting
- Honda shelves $11B Canada EV plant, shifts to US hybrids
- Large bearish whale bet on USO detected: $3.4M put purchase