WS #8491
No material new developments in the last 30 minutes. The dominant narrative remains the Russian drone strike in Romania and its geopolitical implications, with no counter-signals or de-escalation emerging. Dell's premarket rally and Tesla's BEV sales lead are ongoing but unchanged.
Key developments
- Russian drone strikes NATO member Romania, injuring civilians
- Dell Technologies surges ~38% premarket on AI server demand
- Ukraine drones hit Russian oil refinery and pipeline pumping station
- BOE may tolerate above-target inflation to support economy
- France economy unexpectedly shrinks in Q1
- Japan confirms $73bn yen intervention over April-May
- Delta Air Lines insiders sell $2.8M in shares
- Kazakhstan Tengiz oil field shut down due to accident