WS #12627
No material new developments in the last 30 minutes. The US-Iran/Houthi conflict narrative remains stable with no new escalations or de-escalations. Corporate news (AMD, Apple, Amazon, Nike) shows no fresh updates beyond what was previously reported.
Topics
Key developments
- Trump threatens to destroy Iranian bridges/power plants for each ship attack; Iran warns of retaliation against US-linked infrastructure
- AMD invests up to $5B in Anthropic, deploying 2GW of GPUs in major AI infrastructure deal
- Brent crude tops $95/bbl as US-Iran conflict and Houthi threats to Red Sea shipping drive supply fears
- USTR Greer says lower environmental standards in other countries justify higher tariffs; eyes interim trade deals with Canada/Mexico
- OTIS cuts 2026 outlook; Kone shares hit 52-week low on weak Q2 results