WS #12863

No material new developments in the last 30 minutes. The dominant narrative of Middle East energy infrastructure escalation remains unchanged, with no new attacks, de-escalation signals, or counter-signals. The previous synthesis already captured the key events (Abqaiq strike, Houthi attacks, oil price moves, Bab el-Mandeb traffic collapse, Polymarket ceasefire bets, Celestica and Cadence earnings, Apple regaining top market cap). No new data points warrant updating the narrative.