WS #12554
No genuinely new material developments in the last 30 minutes. The dominant US-Iran/oil narrative remains stable with no escalation or de-escalation signals. The only notable item is a minor update on the Clarity Act, but it lacks new specifics. No counter-signals or non-dominant-narrative developments emerged.
Topics
Key developments
- Houthis impose naval blockade on Saudi Arabia, forcing oil tankers to divert
- Google launches three new Gemini AI models, including cybersecurity rival to Anthropic's Mythos
- Bitcoin rallies above $66K as Clarity Act nears passage; spot ETFs see $227M inflows
- Israel says it has 'no interest' in joining US war on Iran
- Nvidia details Vera CPU, challenging AMD and Intel in AI server market
- Adobe and Salesforce downgraded on AI fears; Danaher drops 14% after results
- SpaceX $116B share unlock set for next month; 32% of float shorted
- IMF warns higher oil prices could lower India's GDP growth