Iran conflict:
- U.S.-Iran talks set for Islamabad as ceasefire opens diplomatic window —
sources
- Iran and Oman will charge fees to ships transiting through the Strait of
Hormuz under the current ceasefire plan — AP
- U.S., Iran agrees two-week ceasefire tied to Hormuz reopening
Energy & commodities:
- EIA expects Brent-WTI spread to gradually decline as Strait of Hormuz oil
flows resume, oil prices fall
- EIA expects U.S. retail diesel prices to average the highest in 2026 since
2022
Corporate & technology:
- Anthropic: in ongoing discussions with U.S. government officials about Claude
Mythos preview and its offensive and defensive cyber capabilities
- Apple targets September launch for first foldable iPhone
- Intel: joining Terafab project with SpaceX, xAI, Tesla
- Broadcom agrees to supply AI chips for Google and signs expanded deal with
Anthropic, providing about 3.5 gigawatts of computing capacity from Google
processors
- Xiaomi hires ex-Tesla manager to lead Europe logistics ahead of 2027 EV push
- Tencent develops “DreamNow” AI content platform for AIGC creation and sharing
- Tesla Shanghai deliveries rise 23.5% in 1Q, March volumes surge
- SpaceX targets late-May prospectus, June roadshow in record retail-focused IPO
— sources
China policy & economy:
- PBOC extends gold buying streak to 17 months despite price drop
- Xi urges faster energy transition as Iran conflict jolts global markets
Markets & macros:
- U.S. orders for business equipment rebound in February, signaling firms
pressed ahead with investment before Iran war
- UBS Global Wealth Management cuts June 2026 S&P 500 target to 7000 from 7300
- UBS lowers end-June gold forecast to $5,200 per ounce on softer investor
demand amid elevated volatility
