WS #12950
No material new developments in the last 30 minutes. The Iranian missile attack on a US base in Jordan remains the dominant signal, with no new updates on retaliation or de-escalation. Oil prices and safe-haven assets continue to reflect the elevated geopolitical risk, but no fresh data points have emerged to change the narrative.
Topics
Key developments
- Iran launches ballistic missiles at US base in Jordan; all intercepted
- US crude futures jump 4.4% to $82.67/bbbl on Iran attack
- Nasdaq-100 enters correction territory as chip stocks plunge globally
- SK Hynix reports record Q2 profit, expands HBM4 supply, bullish demand outlook
- KLA Corporation drops 7.8% AH on guidance concerns despite earnings beat
- Apple briefly tops $5 trillion market cap, reclaims world's most valuable company from Nvidia
- Jim Cramer says Wall Street fleeing AI infrastructure stocks, rotating to Costco, Walmart, ServiceNow, Salesforce, J&J
- US bans foreign robots from China, impacting Unitree and Tesla Optimus