WS #12545
No material new developments in the last 30 minutes. The dominant narrative of escalating US-Iran conflict and rising oil prices remains unchanged, with no counter-signals or de-escalation signals detected. All key developments from the previous synthesis are still active and unrefuted.
Topics
Key developments
- Iran strikes Amazon's data infrastructure in Bahrain, escalating US-Iran conflict
- Brent crude tops $90/barrel on fresh US-Iran strikes; Goldman Sachs reiterates $120 scenario if Hormuz closes
- USTR Greer signals new tariffs on 'dozens of countries' coming soon; Trump imposes 50% tariffs on Canadian goods
- Bessent says US could sanction China over AI model 'theft'
- Sandisk surges 10% on Morgan Stanley's bullish memory price forecast; options flow shows bullish positioning
- Large put option activity on SPY ($608M) and ORCL ($118M) indicates bearish institutional positioning
- Charles Schwab sees FY revenue increase 17.5%-18.5%, adjusted pre-tax margin into low 50% range