WS #10445
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis (US-Iran de-escalation, UK political transition, Ukraine-Russia conflict, MAG7 signals) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Qatar's PM confirms progress in US-Iran talks, laying groundwork for final deal
- Iran shipped 30 million barrels of oil in week before US waiver
- Keir Starmer resigns as UK PM; Andy Burnham expected to succeed
- Ukraine drone strikes hit Russian oil infrastructure in Crimea and beyond
- Micron sees $95M inflow on long-dated call options, Bernstein raises PT to $1300
- Google confirms zero-day Android exploit actively exploited; DeepMind signs AI deal with A24
- Amazon Prime Day spending anticipated 5% higher than 2025
- Nokia gains on Google Cloud partnership adding Gemini AI agents