WS #6754
No material new developments in the last 30 minutes. The trade court ruling and Iran conflict remain the dominant signals, with no new data points or counter-signals to report.
Key developments
- U.S. Court of International Trade strikes down Trump's 10% global tariffs
- U.S. and Iran exchange fire in Strait of Hormuz; U.S. strikes Iranian ports
- Cloudflare announces 20% workforce reduction (1,100 employees)
- IREN shares pop 13% on AI infrastructure deal with Nvidia
- Akamai surges 25% after-hours on $1.8B cloud deal with frontier model provider