WS #12498
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged with no new escalations or de-escalations. The AI infrastructure story continues without fresh catalysts. No counter-signals or non-dominant-narrative developments detected.
Topics
Key developments
- Iran launches ballistic missiles at Jordan; Houthis declare Red Sea blockade
- US judge pauses Paramount-Warner Bros merger for 14 days
- UBS projects Micron to repurchase >40% of shares by 2028
- Nearly 100 US service members injured in Iranian attacks on Middle East bases
- Air France suspends flights to Riyadh through July 24 and Dubai through July 27