WS #7216
No material new developments in the last 30 minutes. The Iran oil crisis narrative remains stable with no de-escalation signals. The NVDA short report and other prior themes carry forward unchanged.
Key developments
- Senate Iran War Powers Resolution Blocked 49-50, Fetterman Sole Democrat Opposing
- Culper Research Shorts Nvidia Over Alleged China Trade Violations
- JP Morgan Launches Second Tokenized Money Market Fund on Ethereum
- Traders Predict Trump to Announce Tariff Truce Extension and Boeing Aircraft Purchases During China Trip
- VP Vance Announces Deferral of $1.3B in Medicaid Funding to California
- Apple Discussing AI Agents for App Store Integration
- Daiwa Capital Downgrades AMD to Outperform but Raises Price Target to $500
- GameStop CEO Ryan Cohen Says He Will Take eBay Offer to Shareholders