WS #6650
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran deal negotiations and AMD's earnings beat, with no counter-signals or fresh data points to report.
Key developments
- US and Iran close to deal; oil plunges 5%, equities rally
- AMD Q1 beat and strong Q2 guidance; stock surges 15%
- Anthropic signs compute deal with SpaceX for Colossus 1 data center
- Corning and Nvidia partner on optical fiber; Corning to build 3 new US plants
- $920M crude oil short placed before Axios report suggests insider trading