WS #13075
No material new developments in the last 30 minutes. The dominant signals from the previous window (US-Iran escalation, Microsoft Azure surge, Meta decline, Fed rate hold) remain unchanged with no new data points or counter-signals. The situation is STABLE with no escalation or de-escalation reported.
Topics
Key developments
- Iran strikes US base in Bahrain with Arash drones in 26th wave of Operation Sa'eqeh
- Drone strike hits US-owned LNG vessel at Egypt's Damietta port, first hostile drone attack on Egyptian soil
- Russian Kh-101 missile lands in eastern Poland, NATO scrambles jets
- Microsoft Azure revenue surges 43%, stock jumps 15%, adding $490B in market cap
- UEFA threatens to boycott World Cup over FIFA private equity plan