WS #8824
No genuinely new market-moving developments detected in the last 30 minutes. The dominant signals from the previous window—JOLTS data surprise, US-Iran tensions, and MAG7 highs—remain unchanged with no new data points or counter-signals.
Key developments
- US JOLTS job openings surge to 7.62M in April, highest in nearly two years, well above 6.866M forecast
- Rubio: Iran will not get sanctions relief just for reopening Strait of Hormuz; must commit to negotiations on enriched uranium
- Vitol warns Western governments not reckoning with oil supply crunch from Strait of Hormuz blockade; IEA warns of 'red zone' in July-August
- AAPL, TSLA, NVDA, MRVL, AVGO, HPE at 52-week highs
- MSTR shares slide 8.53% to one-month low after first Bitcoin sale in nearly four years (32 BTC) to fund dividend payments
- Anthropic IPO chatter: draft S-1 cited, valuation claims $965B-$1.8T, 71-82% odds to list before OpenAI
- SpaceX IPO amendment shows 233% increase in war chest; negotiating razor-thin fees with Wall Street
- Canada calls for renewal of USMCA for another 16 years