WS #7728
No genuinely new material developments in the last 30 minutes. The dominant macro theme of elevated bond yields and inflation fears persists, with no new data points or counter-signals to report. The previous synthesis remains current.
Key developments
- Google debuts Gemini 3.5 Flash and Gemini Omni at I/O 2026, processing 3.2 quadrillion tokens/month
- Trump says Xi Jinping assured China will not send weapons to Iran
- Cognizant boosts 2026 buyback target by $1B to $2B, plans Q2 completion
- Whale buys 20,700 AMZN $277.5 Call contracts for $5.5M, expiring June 18, 2026
- 30-year US Treasury yield hits highest since 2007 on sticky inflation and oil at $110
- Truist Securities raises CrowdStrike price target to $650 from $550, maintains Buy
- Swaps signal over 80% chance of Fed tightening by end of 2026
- Amer Sports beats Q1 estimates and raises 2026 outlook