WS #12984
No material new developments in the last 30 minutes. The US-Iran conflict remains escalated with no de-escalation signals, FOMC decision is imminent with no change in expectations, and the AI chip demand concern from SK Hynix persists. No counter-signals or non-dominant-narrative developments detected.
Topics
Key developments
- US issues new Iran-related sanctions against eight tankers and 10 entities
- Oil jumps 7% as Trump threatens Iran hours before FOMC decision
- Nasdaq-100 enters correction territory as chip selloff deepens
- Apple becomes a $5 trillion company
- Citadel predicts 25bps rate hike at FOMC meeting
- Nvidia credit default swap spikes to 82 bps, highest since contract inception
- SK Hynix shares fall record 19% despite six-fold profit surge
- Royal Caribbean lowers profit forecast due to US-Iran war