WS #13077
No genuinely new material developments in the last 30 minutes. The dominant signals from the previous synthesis remain unchanged with no counter-signals or de-escalation observed. The situation is STABLE with no new data points to report.
Topics
Key developments
- US-Iran conflict escalates: Egypt suffers first drone attack, Saudi airstrikes on Sanaa, Houthi retaliation
- Microsoft Q4 cloud revenue beats, Azure growth accelerates, backlog hits $678B
- Meta shares drop on weak guidance, free cash flow plunges to $784M
- US Q2 GDP slows to 1.5% as Iran war weighs, core inflation at 3.4%
- Saudi Arabia prepares major offensive against Houthis, airstrikes on Sanaa airport