WS #12668
No material new developments in the last 30 minutes. The dominant US-Iran military escalation narrative remains stable with no de-escalation signals. Oil prices and other previously reported themes continue unchanged.
Topics
Key developments
- US strikes Iran for 13th consecutive night; Iran strikes US bases in Bahrain, Jordan, Kuwait; Saudi airstrikes hit Hodeidah port in Yemen
- Paramount Skydance agrees to delay Warner Bros. Discovery merger until June 2027
- Semiconductor selloff intensifies: INTC -7.9%, MU -6.9%, AMD -3.2%; QCOM below 200-day MA; dark pool $840M SMH institutional order
- Tesla suffers worst week since 2022, down 18% to $313.03 after weak earnings and negative cash flow
- Microchip Technology (MCHP) to acquire Hailo, an edge AI processor company