Key News:
1. Trump threatens to impose 50% tariffs on countries supplying weapons to Iran.
2. First ships pass through the Strait of Hormuz after the US and Iran agree to a ceasefire.
3. US President Trump: The US will negotiate with Iran on tariffs and sanctions waivers, and will not allow Iran to enrich uranium.
4. A senior Iranian official stated that if a ceasefire framework agreement is reached before a meeting with the US, Iran may open the Strait of Hormuz on Thursday or Friday.
Stock News:
1. Boeing (BA.N) rises nearly 4% pre-market after reaching a seven-year cooperation agreement with the US Department of Defense.
2. Delta Air Lines (DAL.N) rises over 12% pre-market after Q1 adjusted net profit of $423 million exceeded expectations.
3. Shell (SHEL.N): Damage to Middle East assets drags down production, but oil trading business profits significantly to hedge against the impact.
4. Unity Software (U.N) and Meta Platforms (META.O) extend their multi-year VR experience cooperation agreement.
5. Tech journalist Gurman claims Apple's (AAPL.O) first foldable iPhone is still expected to launch as planned in September.
6. ExxonMobil (XOM.N) expects its first-quarter production to decline by 6% compared to the fourth quarter due to the Middle East conflict.
7. Tesla's (TSLA.O) official account posted on the social media platform X that the new FSD V14.3 supervisory version is now being rolled out.
8. Stellantis (STLA.N) is in advanced talks with Leapmotor to jointly develop an electric SUV under the Opel brand.
