WS #12961
No material new developments in the last 30 minutes. The Iran missile attack and semiconductor selloff narratives remain unchanged from the previous synthesis. No counter-signals or de-escalation signals detected.
Topics
Key developments
- Iran launches ballistic missiles at US bases in Jordan; all intercepted
- US and Saudi forces strike Iran-backed militias in Iraq
- Nasdaq-100 enters correction territory; global chip stocks plunge
- SK Hynix shares down 9-10% after earnings
- Australia Q2 CPI cooler than expected at 3.8% vs 4.0%
- US Senate advances Russia sanctions bill with potential 100% tariffs on India, China