WS #12691
No genuinely new developments in the last 30 minutes. The Iran conflict narrative remains dominant but unchanged, with no new strikes, diplomatic moves, or oil price shocks reported. The Nvidia-SK AI deal is still the same announcement. No counter-signals or de-escalation signals detected.
Topics
Key developments
- Houthis claim attack on Saudi Aramco facilities in Jizan and Yanbu; Saudi air defenses intercept missiles
- IRGC stops four vessels in Strait of Hormuz, warns of 'forceful response'
- Nvidia and SK Group announce $500B+ AI infrastructure partnership including HBM4 memory and 2GW data center
- Trump imposes new 10-12.5% tariffs on dozens of countries; threatens EU with tariffs over tech fines
- Ukrainian drone strikes hit Tyumen oil refinery and Sheskharis port (650k bpd), disrupting Russian oil exports
- EU fines Google €890M under DMA; Trump threatens retaliatory tariffs
- US defense contractors underperform despite $37.5B Iran war spending; Northrop down 30%, Lockheed down 13%
- Amazon cuts jobs in AGI division amid AI restructuring