WS #8125
No genuinely new material developments in the last 30 minutes. The dominant narratives (US-Iran deal, AI sector mixed signals, Ukraine strikes) remain unchanged with no new data points or counter-signals. The previous synthesis accurately reflects the current state.
Key developments
- US-Iran deal delayed; US blocks asset release clauses
- SpaceX S-1 reveals $45B Nvidia GPU deal with Anthropic
- DeepSeek makes permanent 75% discount on flagship AI model
- Drone strike ignites fire at major Russian oil export terminal in Novorossiysk
- BofA warns AI stock mania is nearing historic extremes