WS #7275
No material new developments in the last 30 minutes. The data dump contains only routine noise and no counter-signals or de-escalation to the previously identified themes.
Key developments
- Iran escalates Strait of Hormuz crisis: demands ship cooperation, vessel seized near Fujairah
- Xi warns Trump over Taiwan; Rubio says China using force would be 'very disruptive'
- Cisco hits all-time highs after earnings; analysts highlight silicon advantage for AI
- NVIDIA price target raised to $350 by Cantor Fitzgerald; maintains Overweight
- Fed's preferred inflation gauge seen running at more than double target rate per Bespoke model
- Bitcoin rally past $80k came without US spot demand, on-chain data shows