Update on US-Iran Tension
In a late-night post on Wednesday, President Donald Trump warned that all U.S. military assets would remain positioned near Iran “until such time as the real agreement reached is fully complied with,” underscoring the conditional nature of any de-escalation.
Tehran, meanwhile, accused Washington of breaching ceasefire terms and reiterated threats against vessels awaiting transit through the Strait of Hormuz, which remained shut.
A fresh geopolitical development offered some relief. Israeli Prime Minister Benjamin Netanyahu confirmed that Lebanon had requested direct talks, with Israel agreeing to engage. A senior Lebanese official signaled that negotiations would require U.S. guarantees and begin with a temporary ceasefire framework.
Software, Technology & Semiconductors
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) reported a 35.1% year-over-year increase in quarterly revenue to about 1.13 trillion New Taiwanese dollars ($35.6 billion), exceeding analyst estimates of 1.12 trillion New Taiwanese dollars, with March sales rising 45.2%.
CoreWeave, Inc. (NASDAQ:CRWV) disclosed a multi-year agreement with Anthropic to support the development and deployment of AI models.
CoreWeave announced an expanded long-term agreement with Meta Platforms Inc. (NASDAQ:META) and unveiled plans for multiple debt offerings.
Oracle Corp. (NYSE:ORCL) introduced a broad set of Fusion Agentic Applications across customer experience, HR, finance, and supply chain, alongside updates to its AI Database and financial crime tools, as it deepens its push into enterprise AI automation.
IonQ (NYSE:IONQ) signed a strategic agreement with Horizon Quantum. The deal involves Horizon Quantum acquiring IonQ's 256-qubit trapped-ion system, which is expected to enhance their quantum computing capabilities as the company aims to unlock broader quantum advantages for developers.
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