WS #8734
No material new developments in the last 30 minutes. The dominant narrative of US-Iran tensions and oil price surge remains unchanged, with no counter-signals or de-escalation observed. Other previously reported items (Nvidia chip, Berkshire acquisition, ISM PMI, Florida lawsuit) have no new updates.
Key developments
- Iran halts negotiations with US, vows to block Strait of Hormuz; oil surges 5%+
- Nvidia unveils RTX Spark Arm PC chip; Intel plunges 5%, Arm pops
- AMC reports strongest May attendance since 2019, stock surges
- Florida sues OpenAI over AI harms