WS #7720
No material new developments in the last 30 minutes. The dominant narrative of US-Iran escalation, AI talent war, and Treasury yield spike remains unchanged with no counter-signals or de-escalation.
Key developments
- Trump says he was 'an hour away' from Iran strike, gives Iran 'maybe' until early next week
- OpenAI co-founder Andrej Karpathy joins Anthropic
- 30-year Treasury yield hits 5.13%, highest since 2007
- NATO weighs mission to reopen Strait of Hormuz; UK warns 45 million more could face food insecurity
- GE Aerospace awarded U.S. Air Force contract for GE426 engine and Japan Airlines 787 support deal
- Home Depot Q1 earnings beat; analysts bullish
- CoreWeave stock falls 8% on Google-Blackstone AI infrastructure JV
- Apple's hardware chief shakes up product design oversight