WS #12588
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran escalation, but no new data points or counter-signals have emerged. Previous high-significance items (oil price spike, airline profit warning, AI funding shift) carry forward unchanged.
Topics
Key developments
- Iran launches drone attack on Kuwait; US B-1 bombers strike from UK
- Hegseth requests $1.5T war budget, 50% increase; Trump rejects ceasefire
- Zelenskyy fires military chief Syrskyi after protests, appoints Drapati
- Alaska Air Group issues Q3 profit warning due to high jet fuel prices
- Rocket Lab awarded $266M Space Force contract for suborbital launches
- White House to redirect billions in research funds toward AI, away from colleges
- AMD CEO forecasts server CPU growth above 35% as AI shifts to agentic systems
- Google DeepMind releases Gemini 3.6 Flash, 3.5 Flash-Lite and 3.5 Flash Cyber