WS #12777
No material new developments in the last 30 minutes. The dominant narrative of US-Iran de-escalation and mega-cap tech earnings remains unchanged from the previous window. No counter-signals or new data points to report.
Topics
Key developments
- US halts bombing raids on Iran; Iran suspends retaliatory attacks
- Oil tanker explodes in Strait of Hormuz after hitting naval mine
- Mega-cap tech earnings week: MSFT, META, AAPL, AMZN report
- US imposes 10-12.5% tariffs on 60 countries under Section 301
- Bitcoin ETFs see $225M outflow; BTC falls to ~$63,900
- Romania shoots down third Russian drone; summons Russian envoy
- Apple regains title of world's most valuable company, surpassing Nvidia
- Samsung signs $200B deal with Broadcom for 2nm foundry and HBM4