WS #7140
No material new developments in the last 30 minutes. The dominant narrative of Middle East escalation and oil supply disruption remains unchanged, with no counter-signals or de-escalation signals detected. All key developments from the previous synthesis are still active and unrefuted.
Key developments
- Trump expects Strait of Hormuz to reopen shortly; UK joins defensive mission
- Pentagon estimates Iran war cost at $29 billion; Golden Dome cost estimate surges to $1.2 trillion
- Velo3D Q1 earnings beat: EPS -$0.20 vs -$0.48 est., revenue $13.82M beat; stock soars
- Brown-Forman finds Sazerac's $15B offer hard to swallow -- WSJ
- SBA Communications sinks on report of exclusive talks with KKR
- Red Cat launches $200M public stock offering; shares down
- American Electric Power announces $2.6B common stock offering
- Ring Energy plunges after launching $60M stock offering