WS #12988
No genuinely new material developments in the last 30 minutes. The dominant signals from the previous window (US-Iran tensions, oil surge, FOMC anticipation, earnings beats/misses) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Oil surges 7% as US-Iran tensions escalate; EIA crude draw adds supply fears
- FOMC decision today; Polymarket bets heavily favor no rate change
- Fiverr tumbles 21.6% on AI-driven demand headwinds, cuts full-year forecast
- TSMC raises long-term revenue CAGR to 25% through 2029, AI accelerators at 50%+ growth
- South Korea to restrict leveraged ETF trading after SK Hynix earnings sink KOSPI
- Iraq's Kataib Hezbollah threatens US 'tools' in Saudi Arabia, response 'inevitable'
- Pentagon building commercial hyperscale AI data centers on military bases; $4B private commitment
- US Treasury sanctions companies facilitating IRGC 'insurance fees' from ships in Strait of Hormuz