WS #12632
No material new developments in the last 30 minutes. The US-Iran escalation narrative remains dominant with no counter-signals or de-escalation. Other stories (SEC DeFi warning, Amazon job cuts, SMCI earnings) are unchanged from previous synthesis.
Topics
Key developments
- Trump threatens to bomb Iranian bridges and power plants for each ship attack in Strait of Hormuz
- Iran threatens to strike US regional infrastructure and energy assets in retaliation
- Brent crude oil surpasses $94/barrel, gold surges 2.12% to $4,163
- SEC Commissioner Peirce warns DeFi vaults and onchain lending may fall under securities laws
- Amazon cuts jobs in artificial general intelligence group
- Super Micro Computer revenue at low end of guidance but stock up 25%