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Amazon (AMZN.O) CEO: We have a deep partnership with Nvidia (NVDA.O).US President Trump: The war with Iran could last another two to three weeks.① Iran 1. Iranian media: Iran has no plans to attack the UAE. 2. Iranian military official: The fire at the UAE oil facilities was caused by a US military adventure. 3. Senior Iranian official denied US claims of sinking several small boats. 4. Iran warned the UAE not to be a pawn of Israel. 5. Iranian media: The warning issued by the Iranian Army Commander to the US aircraft carrier came from a fake account. ② United States 1. Bessant: If the Iranians want to escalate the situation, the US is willing to escalate it as well. 2. Trump claimed the US sank 7 small Iranian boats, while US Central Command Commander Cooper claimed 6. 3. US Central Command Commander: More ships are preparing to pass through the Strait of Hormuz. 4. Trump: If Iran attacks US warships, it will be "wiped off the face of the earth." 5. US intelligence agencies: Recent fighting has not significantly impacted Irans nuclear program. 6. US media: Trump did not explicitly state that Iran has violated the ceasefire agreement. ③ Israel 1. Israeli officials said Israel is ready to return to fighting and is waiting for the US to "give the green light." 2. Israeli media reported that Israel raised its alert level on the 4th. ④ Strait of Hormuz 1. Iran denies any merchant ships or oil tankers have passed through the strait. 2. US Central Command: Two merchant ships flying the US flag have passed through the Strait of Hormuz. 3. A spokesperson for the Iranian Revolutionary Guard stated that ships violating the regulations in the Strait of Hormuz "will be forcibly intercepted." 4. British maritime authorities reported that three ships were attacked near the Strait of Hormuz on Monday. 5. Trump called on South Korea to join the Strait of Hormuz operation. 6. Maersk: Ships flying the US flag passed through the Strait of Hormuz under US escort. 7. French President Macron: France will not participate in the new US "Hormuz Plan." 8. Commander of US Central Command: Iran used missiles to strike merchant ships and US warships. The current focus is on getting ships out of the Strait of Hormuz, and then gradually considering allowing ships to enter the Strait of Hormuz. 9. According to Irans Mizan News Agency: A senior Iranian security source said that Irans message is clear: if the Americans attempt to advance in the Strait of Hormuz, they will become targets. ⑥ Other Situations: 1. The UAE Ministry of Defense stated that it intercepted more than ten Iranian missiles and several drones on the 4th. 2. The UAE suffered its first attack since the temporary ceasefire between the US and Iran, with three people injured in the Fujairah oil industrial area. 3. The Lebanese President stated that the timing for a meeting with the Israeli Prime Minister is not yet ripe. 4. Israel claims to have attacked Hezbollah infrastructure in Lebanon, while Hezbollah claims to have attacked Israeli military gathering points. 5. The hacker group "Handala" claimed responsibility for a cyberattack on the port of Fujairah in the UAE. 6. According to Israeli media Kann, the Chairman of the UAE Defense Council told his Israeli counterpart that the UAE would retaliate against Iran. 7. The U.S. State Departments Bureau of Consular Affairs: Our travel advisory for the UAE remains at Level 3.May 5th - According to three sources familiar with the matter, US intelligence assessments indicate that the timeline for Iran to develop nuclear weapons has remained unchanged since last summer. At that time, analysts estimated that the joint US-Israeli strikes had delayed this timeline by up to a year. This unchanged timeline suggests that effectively stopping Irans nuclear program may require the destruction or removal of Irans remaining stockpile of highly enriched uranium (HEU). The sources stated that US intelligence agencies concluded before the 12-day war in June of last year that Iran was likely to produce enough weapons-grade uranium to build a nuclear weapon within three to six months. Following the June airstrikes, US intelligence assessments pushed this timeline back to approximately nine months to a year.According to the Wall Street Journal, "Big Short" Michael Burry has sold off his entire stake in GameStop (GME.N), after GameStop announced its intention to acquire eBay (EBAY.O).
