WS #6616
No material new developments in the last 30 minutes. The dominant narrative of Iran de-escalation remains stable, with no counter-signals or new data points. Tech earnings and AI capex signals continue to be positive but unchanged from previous synthesis.
Key developments
- Trump pauses military operation in Strait of Hormuz, signals progress toward Iran deal
- Strategy may sell Bitcoin to fund dividends, MSTR drops 4% after hours
- Ukraine accuses Russia of ceasefire violation; drone attacks and refinery strike
- Asian tech stocks surge to records on AI optimism; South Korea KOSPI hits record
- Thailand inflation near top of target due to oil shock; India central bank mulls bond sale to support rupee