WS #6648
No genuinely new developments in the last 30 minutes. The dominant themes from the previous window—SpaceX-Anthropic compute partnership, Iran deal optimism, and Kraft Heinz consumer strain—remain unchanged with no material updates or counter-signals.
Key developments
- Anthropic signs deal with SpaceX for 300+ MW compute capacity at Colossus 1 data center
- Trump says 'very good chance' of deal with Iran before China trip; France/UK lead Strait of Hormuz mission
- Bank of America warns SpaceX/Anthropic IPOs could mark end of bull run
- New York Fed study confirms K-shaped consumption: lower-income households cut gas spending by 7%
- Holley reports worse-than-expected Q1, cuts FY2026 sales guidance