WS #6789
No material new developments in the last 30 minutes. The US-Iran military confrontation narrative remains at the same escalation level as previously reported, with no new clashes, diplomatic moves, or counter-signals. Other market-moving events (jobs data, IREN contract, Datadog earnings) are unchanged from the prior window.
Key developments
- US airstrikes hit Iranian oil tankers and IRGC sites, escalating Strait of Hormuz blockade
- April US jobs report beats expectations with 115,000 new jobs
- IREN surges on $3.4B AI cloud contract with NVDA
- Apple explores Intel foundry services, boosting Intel shares
- Canada jobs data misses badly, unemployment hits 6.9%