Rejection of Iran's Hormuz shipping proposal pushed Brent crude up 1.74% on supply-disruption fears.
Impact on assets 2
Trump rejected Iran's proposal to reopen Strait of Hormuz shipping routes, tightening supply prospects and lifting WTI crude.
Theme Impact
Off-coverage companies 3
Alabama settlement requires TikTok/ByteDance to pay up to $300M and cap usage at 2 hours per day.
OpenAI temporarily paused training its most advanced AI model to investigate anomalies with Anthropic; unclear net impact.
Anthropic is assisting OpenAI in investigating tens of thousands of training anomalies; no clear directional impact.