WS #6660
No material new developments in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation to report.
Key developments
- Israel conducts first airstrike on Beirut suburbs since ceasefire, targeting Hezbollah commander
- Trump gives Iran one-week ultimatum for nuclear deal
- US and Iran nearing agreement to end hostilities, reports say
- US oil product exports surge to record 8.2M bpd amid Hormuz crisis
- Fed's Goolsbee warns against reflexively lowering rates
- Apollo CEO sees 30-35% chance of exogenous shock, preparing for correction
- Lattice Semiconductor reports record quarter with NVDA investment, stock falls 6%
- AMD price target raised to $500 by TD Cowen on strong Q1 data center growth