WS #8434
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran ceasefire extension and nuclear deal progress, with no new data points or counter-signals to report.
Key developments
- US-Iran ceasefire extension and nuclear deal progress reported, awaiting Trump's signoff
- Oil prices turn negative after EIA data shows smaller-than-expected crude draw
- US inflation surges to three-year high (PCE 3.8%) amid Iran tensions
- Anthropic releases Claude Opus 4.8 with improved honesty and dynamic workflows
- Snowflake blowout quarter and $6B AWS commitment; Bernstein raises PT to $250
- Super Micro (SMCI) jumps 10% on compliance alliance with Taiwan to stop server smuggling
- IREN borrows $3.6B for NVIDIA chips to provide computing capacity to Microsoft
- US defense orders surge to near-record amid Iran war