WS #12660
No genuinely new material developments detected in the last 30 minutes. The dominant narrative of US-Iran escalation remains unchanged, with no counter-signals or de-escalation reported. Intel's (INTC) reversal and other stock-specific moves are unchanged from the previous window.
Topics
Key developments
- Iran rejects ceasefire unless Strait of Hormuz demands met; Trump claims China/Russia won't arm Iran
- Intel's post-earnings gain fully reversed, erasing ~$90B in market cap
- Verizon signs $1B deal with Google for data center infrastructure, lifts buyback to $4.5B
- SkyWest Q2 beat and $250M buyback increase
- Oil prices drop 4% as ADNOC issues crude tenders despite geopolitical risks