WS #12550
No material new developments in the last 30 minutes. The dominant narrative of escalating US-Iran conflict and oil supply fears remains unchanged, with no counter-signals or de-escalation signals detected. Corporate news and other themes are stable with no new data points.
Topics
Key developments
- Iran strikes Kuwait; Houthi blockade diverts ships from Saudi Arabia; oil prices jump
- Treasury yields hit two-month high as oil sparks inflation risk
- Bessent says US could sanction China over AI model 'theft'
- Microsoft and Mistral AI ink multibillion-dollar pact for European data centers
- SpaceX sets Aug. 4 earnings date, triggering lock-up expiration; stock rises 5%
- Novartis beats Q2 estimates, reaffirms guidance; stock up ~5%
- CLARITY Act progress boosts crypto stocks; Bitcoin rises
- Novo Nordisk sues Eli Lilly over alleged deceptive weight loss drug ads