WS #9934
No material new developments in the last 30 minutes. The dominant narrative remains unchanged: US-Iran de-escalation (Hormuz reopening) and Russia-Ukraine energy war escalation. No counter-signals or new data points to report.
Key developments
- US-Iran de-escalation: Strait of Hormuz reopening, Geneva signing Friday, US Navy lifting blockade
- SpaceX to acquire Cursor AI for $60B; SPCX up 9% premarket, surpasses Amazon in market cap
- Ukraine drone strike on Moscow oil refinery; Tatneft imposes nationwide fuel purchase limits
- ECB's Escriva warns energy supply complications persist despite Hormuz deal
- Yum! Brands sells Pizza Hut for $2.3B; Open Lending acquired for $3.15/share
- Allison Transmission secures $250M defense contract with BAE Systems
- FBI thwarts plot targeting White House UFC event with drones