WS #6656
No material new developments in the last 30 minutes. The previous window's mixed narrative—de-escalation hopes countered by renewed threats and military actions—remains unchanged. No new data points or counter-signals have emerged to alter the prevailing assessment.
Key developments
- Trump threatens intensified bombing if Iran rejects US proposal
- Israel airstrike in Beirut targets Hezbollah Radwan Force commander
- Russia-Ukraine conflict escalates with oil refinery strikes
- TSMC announces $56B AI expansion plan
- Marriott beats Q1 estimates, raises FY2026 EPS guidance
- Analysts downgrade PayPal and Fiserv after Q1 results
- US forces fire on Iranian-flagged oil tanker in Gulf of Oman