WS #10153
No material new developments in the last 30 minutes. The Iran pause narrative remains unchanged, and no counter-signals or de-escalation events have emerged. The semiconductor rally continues but is not new.
Topics
Key developments
- Iran pauses negotiations, cancels Switzerland trip after Israeli strike in Lebanon
- Ukraine launches largest drone attack on Moscow, hits oil refinery
- Semiconductor stocks surge: INTC +10.6%, SMCI +10.4%, TSM +6.9%
- Trump says there are 'no limits' to his power in Axios interview
- Oil prices head for substantial weekly drop on Iran peace deal