WS #12573
No material new developments in the last 30 minutes. The dominant Middle East conflict narrative remains unchanged with no new escalation or de-escalation signals. Tech sector and other themes are stable with no fresh data points.
Topics
Key developments
- US military enforces blockade, redirects 8 commercial vessels and disables 1
- Trump says US will strike Iran's Pickaxe Mountain 'very heavily'
- UK PM Burnham authorizes use of British bases for US strikes on Iran
- Houthi threat widens, could put another trade chokepoint at risk
- TSMC to raise prices 10% next year; Micron surges 13.4%
- Apple to launch 'Apple Upgrade' leasing program with Klarna on July 28
- Zelenskyy removes Commander-in-Chief Syrskyi, appoints Drapatyi
- Trump announces 50% tariffs on Canada; new global tariffs on 60 countries