WS #12558
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran conflict escalation with potential diplomatic off-ramp via Lebanon, but no new data points have emerged to change the assessment.
Topics
Key developments
- Trump threatens heavy military action against Iranian nuclear sites and 'Pickaxe Mountain'; Iran claims to have blown up Amazon's data center in Bahrain
- Nvidia unveils Spectrum-6 Ethernet platform; social media claims Nvidia buying ~10% stake in Nebius (NBIS) worth ~$4B
- Apple to launch 'Apple Upgrade' device leasing program with Klarna on July 28
- Micron rises over 10% after Bank of America adds it to 'best investment ideas' list
- US Treasury threatens sanctions against Chinese AI models over IP theft
- Bitcoin surges after Bessent signals CLARITY Act passage is close