WS #6810
No material new developments in the last 30 minutes. The Apple-Intel deal and Strait of Hormuz situation remain the dominant signals, but no new data points or counter-signals have emerged to change the narrative.
Key developments
- Apple and Intel reach preliminary chip-making deal; INTC surges 15%+
- Iran makes Strait of Hormuz passage restrictions permanent; Brent at $115
- WSJ: Trump planning to fire FDA Commissioner Marty Makary
- Trump mentions Dell in press conference, says 'Buy $DELL, they're great'
- Citi's Fraser sees Iran war leading to 'protracted' inflation this year