WS #8187
No genuinely new developments in the last 30 minutes. The dominant themes remain unchanged: US-Iran nuclear deal negotiations with conflicting signals, oil supply disruptions from drone attacks and Strait of Hormuz rerouting, Israel-Hezbollah escalation, and tech sector strength from Dell/HPE. No counter-signals or de-escalation emerged in this window.
Key developments
- ES futures break to record ~7,560 on US-Iran/Abraham Accords hopes; WTI -5%, NQ +1.4%
- White House eyes $80-100 billion extra funding for Iran-related efforts
- Saudi Arabia conditions normalization with Israel on irreversible path to Palestinian state
- Guinea to unveil bauxite export controls in June
- Brazil's Lula diagnosed with early stage skin cancer, undergoing radiotherapy
- DOJ filing describes Saturday's Pennsylvania Avenue shooting as attempted assassination of President Trump
- Russia urges foreign citizens to leave Kyiv, warning of more strikes
- NVIDIA VR200 NVL72 rack BOM jumps 95% to $7.8M, memory costs surge 495%