WS #7949
No material new developments in the last 30 minutes. The Iran crisis narrative remains stable with no new escalation or de-escalation signals. No new data points on Fed Chair Warsh, Recordati, NextEra-Dominion, or Merck-Kelun. The tech sector outperformance and copper-AI narrative are unchanged. Carry forward the previous high-significance items as ongoing.
Key developments
- Eli Lilly's Retatrutide delivers up to 28.3% weight loss in Phase 3 obesity trial
- ICE and OKX to launch perpetual oil futures based on Brent and WTI benchmarks
- SpaceX announces plans for $80B IPO targeting $1.75T valuation as early as June
- WHO upgrades Ebola risk to 'very high' in DRC; UK scientists develop new vaccine
- S&P 500 on track for eighth weekly gain as AI-fueled rally continues
- US reports 'slight progress' in Iran talks; Pakistan army chief heading to Iran
- AMD initiates volume production of 2nm Venice CPU; stock surges premarket
- Texas Instruments upgraded by Seaport on AI push; price target $400