WS #12741
No material new developments in the last 30 minutes. The Iran conflict narrative remains stable with no new attacks or diplomatic breakthroughs reported. The US strike pause and defense sector forecasts carry forward as prior signals.
Topics
Key developments
- Iran conflict spreads to Red Sea and Caspian Sea, threatening oil flows
- US pauses strikes on Iran after 13 consecutive nights
- Varta files for bankruptcy after Apple drops it for Chinese suppliers
- Lockheed Martin and RTX raise 2026 forecasts, shares up 10.6% and 7.7%