WS #12781
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran de-escalation and Big Tech earnings focus, with no fresh data points or counter-signals to report.
Topics
Key developments
- US pauses Iran strikes for second night; CENTCOM cites limited effectiveness; Iran halts retaliation
- Oman holds new Hormuz talks; US gives space for diplomacy
- Alphabet and Tesla sell off on high AI capex; market shifts focus to returns
- Iran war cost reaches $37.5 billion; Pentagon requests $67.1 billion more
- Iran war casualty count rises to 18 dead, 624 wounded; Pentagon data glitch controversy