WS #13189
No material new developments in the last 30 minutes. The dominant US-Iran conflict and energy-market fallout narrative remains ESCALATING, with no counter-signals or de-escalation observed. The AI trade bottoming thesis and hawkish Fed stance carry forward unchanged. No new data points warrant inclusion in key_developments.
Topics
Key developments
- Iran threatens regional states with 'fire of war' as US plans new strikes
- Tanker carrying Qatari LNG struck while transiting Hormuz
- Apple reports record $109.4B revenue, iPhone sales surge 21%
- Amazon receives $600M in tariff refunds, will return some to customers
- Corning beats Q2, raises guidance on AI fiber demand
- Aschenbrenner's AI hedge fund collapses from $45B to $10B on leverage
- Fed's Musalem says bond sell-off signals need to maintain credibility
- Iran threatens to close Hormuz if US continues attacks