WS #12583
No material new developments in the last 30 minutes. The SMCI surge, Iran escalation, tariff threats, and Alaska Air miss remain unchanged from the previous synthesis. No counter-signals or de-escalation detected.
Topics
Key developments
- Super Micro Computer surges 15%+ after hours on Q4 gross margin guidance of 15-17% vs prior 8.2-8.4% and $60B in new orders
- Iran warns any US attack on nuclear sites will expand war across region; US War Secretary says 'we didn't start this war'
- Alaska Air Q2 revenue miss and weak Q3 guidance send shares lower after hours
- White House preparing to impose fresh global tariffs by Friday
- Ukraine's Zelenskyy replaces military chief Syrskyi with Drapatyi