WS #7656
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis remain unchanged: US-Iran de-escalation continues, OpenAI lawsuit resolution is stable, and no new counter-signals or MAG7-specific divergences have emerged.
Key developments
- Trump postpones planned attack on Iran at request of Gulf leaders, citing negotiations
- California jury sides with OpenAI in Elon Musk lawsuit, removing AI regulatory overhang
- Fed's Goolsbee warns inflation must be front of mind, signals higher-for-longer rates
- Bitcoin tests $76,000 support amid Fed uncertainty and higher-for-longer rate fears