WS #12954
No material new developments in the last 30 minutes. The Iran missile attack narrative remains the dominant signal with no de-escalation or counter-signals observed. The American Airlines IT outage has been resolved with minimal market impact. The semiconductor selloff continues without new catalysts. The narrative arc remains ESCALATING on the Iran front.
Topics
Key developments
- Iran launches ballistic missiles at US forces in Jordan; all intercepted
- WTI crude oil jumps 4-5% after-hours to ~$83/barrel on Iran attack
- Nasdaq-100 futures fall 0.6%, S&P 500 futures slip 0.2% on Iran tensions
- Semiconductor selloff deepens: Nasdaq-100 nears correction, SOX in bear market
- SK Hynix Q2 profit surges 557% but misses revenue estimates
- American Airlines nationwide ground stop due to IT outage, quickly resolved
- Senate confirms Jay Clayton as Director of National Intelligence (51-47)