WS #12624
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged with no new threats or actions reported. Oil prices and bond yields are stable within recent ranges. AI infrastructure announcements from the previous window carry forward without new data points. The dominant themes are unchanged: US-Iran escalation (stable), AI infrastructure buildout (stable). No counter-signals or de-escalation signals detected.
Topics
Key developments
- Trump vows to strike Iranian bridges/power plants for each ship attacked in Strait of Hormuz
- Houthis deploy missiles and drones near Bab el-Mandeb, threatening Saudi oil exports via Red Sea
- AMD to invest up to $5B in Anthropic, supply 2GW of GPUs
- OpenAI plans $30B+ Georgia data center, projects $750B cloud spending by 2030
- US 30-year bond yield above 5% for longest stretch since 2007
- Pentagon says US military operations in Iran have cost $37.5B, requests $90B more
- Canada escalates retaliation against Trump tariffs, considers 'nuclear option'
- China and US agree to prepare for next stage of high-level exchanges