FARS, CITING SOURCES, SAYS TRUMP'S COMMENTS ARE AN 'ATTEMPT TO PORTRAY A FABRICATED VICTORY'
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FARS: IRAN HAS STRESSED THAT AFTER THE US BLOCKADE IS LIFTED, IT WILL REOPEN THE STRAIT OF HORMUZ ACCORDING TO ITS OWN PRE-DETERMINED ARRANGEMENTS
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TRUMP CLAIMS IRAN IS OBLIGATED TO OPEN THE STRAIT OF HORMUZ WITHOUT CHARGING FEES, EVEN THOUGH THERE IS NO SUCH CLAUSE IN THE AGREEMENT
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IRAN'S FARS AGENCY : INFORMED SOURCES STRESSED THERE IS NO PROVISION ABOUT DESTROYING TEHRAN'S NUCLEAR MATERIALS IN MOU, CLAIM IS FUNDAMENTALLY 'BASELESS'
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FARS: IMMEDIATE PAYMENT OF $12 BILLION FROM IRAN'S FROZEN ASSETS IS INCLUDED IN MOU
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SENIOR IRANIAN SOURCE TO REUTERS: A POLITICAL UNDERSTANDING HAS BEEN REACHED BETWEEN IRAN AND THE U.S., BUT IT HAS NOT YET BEEN FINALISED
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IRAN'S BAGHAEI SAYS NO AGREEMENT HAS BEEN FINALISED WITH THE UNITED STATES SO FAR
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IRAN'S BAGHAEI SAYS THE MANAGEMENT OF THE STRAIT OF HORMUZ MUST BE DECIDED BY IRAN AND OMAN
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AIR DEFENCE ACTIVITY REPORTED NEAR IRAN'S QESHM ISLAND -MEHR
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IRANIAN AIR DEFENCE DESTROYS US-ISRAELI ENEMY MICRO DRONE NEAR QESHM ISLAND - TASNIM
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BESSENT: TRUMP SHOULD BE ON A $250 BILL
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IRAN'S TOP NEGOTIATOR QALIBAF: NO AGREEMENT WILL BE ACCEPTED UNTIL THE NATION'S RIGHTS ARE SECURED - IRNA
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IRAN'S FOREIGN MINISTER TO STATE MEDIA: TALKS AND MESSAGE EXCHANGES WITH THE U.S. ARE ONGOING
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IRAN'S FOREIGN MINISTER: WE SHOULD NOT GIVE IMPORTANCE TO SPECULATION
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IRAN'S FOREIGN MINISTER TO STATE MEDIA: WE CAN NOT JUDGE THE TALKS UNTIL WE GET TO A CLEAR RESULT
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KUWAIT SAYS IRANIAN ATTACKS UNDERMINE EFFORTS TO REDUCE TENSIONS IN THE REGION
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IRAN'S TOP NEGOTIATOR QALIBAF: NAVAL BLOCKADE BY U.S. AND ESCALATION OF WAR CRIMES IN LEBANON BY ISRAEL ARE CLEAR EVIDENCE OF U.S. NONCOMPLIANCE WITH THE CEASEFIRE - POST ON X
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IRAN'S REVOLUTIONARY GUARDS NAVY SAYS 15 SHIPS, INCLUDING 4 OIL TANKERS, PASSED THROUGH STRAIT OF HORMUZ AFTER OBTAINING PERMISSION FROM IRAN IN THE LAST 24 HOURS
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IRAN WARNS OF CONSEQUENCES FOR LEBANON CEASEFIRE BREACHES

Iranian Foreign Minister Abbas Araqchi said Monday that the ceasefire between Iran and the U.S. covers all fronts, including Lebanon, after Israel ordered strikes on Hezbollah-linked areas in southern Beirut.

In a post on X, Araqchi warned that any violation on one front would be considered a breach of the entire ceasefire and said the U.S. and Israel would be responsible for the consequences.
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$NVDA - GOLDMAN SACHS BULLISH ON NVIDIA AFTER GTC TAIPEI

Goldman Sachs reiterated its Buy rating and $285 price target on NVIDIA, citing stronger AI PC ambitions, continued datacenter leadership, and growing adoption of agentic AI. The firm said NVIDIA's Vera Rubin rollout remains on track and sees further upside for the stock.
(@WalterBloomberg)

$AMZN $GOOGL - EU CLOUD RULES COULD HIT BIG TECH BIDS

A draft EU cloud computing law could make it harder for Amazon, Google and Microsoft to win contracts for "very critical" cloud services in Europe.

The proposal would introduce mandatory non-price criteria in public procurement, including preferences for EU-designed or EU-made software and hardware, EU-based R&D, and security of supply.

For non-EU providers, authorities would assess factors such as data protection standards, the level of third-country influence over data, services and decision-making, and how open their home markets are to foreign cloud providers.

Sources and draft documents indicate the measures would strengthen the position of European cloud vendors in public-sector tenders.
(@WalterBloomberg)