Wallstreetcn Morning Brief | April 6, 2026

An Iranian official proposed conditions for opening the Strait of Hormuz: Iran must first be compensated for war losses through past ship transit fees. After a "poorly received" speech on Wednesday, expressing dissatisfaction with "media coverage" and frustration over the "consequences of war," Trump is considering a "major cabinet reshuffle." OPEC+ plans a symbolic increase in production quotas to 206,000 barrels; actual production growth is hindered by Middle East conflict. Microsoft and Google are competing to sign long-term DRAM contracts with SK Hynix, with multi-trillion won deals imminent. Driven by sustained AI demand, after doubling in Q1, Samsung's DRAM prices rose another 30% in Q2. On the eve of its IPO, OpenAI undergoes a "major executive reshuffle": the CMO has resigned, the head of AGI is on "medical leave," and the COO has changed roles. GPT-6 revealed: rumored to be released on April 14, with a 40% performance leap and 2 million token context window, internally described as the "final 20%" push toward AGI. Anthropic blocks "lobster": Starting at 3 p.m. on April 4, Claude subscription account credits can no longer be used for OpenClaw.