WS #12956
No genuinely new market-moving developments have emerged in the last 30 minutes. The US-Iran missile attack narrative remains stable with no new escalation or de-escalation signals. The semiconductor selloff continues without fresh catalysts. No counter-signals or non-dominant-narrative developments were detected.
Topics
Key developments
- Iran launches surprise ballistic missile attack on US forces in Jordan; all intercepted
- Nasdaq-100 enters correction as global chip stocks plunge on AI profitability concerns
- WTI crude surges ~5% to ~$82/barrel after Iran attack and Houthi tanker strike
- SK Hynix reports record quarter but misses consensus; stock down 9%
- US consumer confidence falls to 90.8 in July, below 92.4 estimate