WS #13193
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains ESCALATING with no new data points beyond what was previously reported. Oil prices and energy sector dynamics are stable, and the AI trade rebound continues without fresh catalysts. No counter-signals or de-escalation signals have emerged in this window.
Topics
Key developments
- US State Department urges Americans to leave Middle East amid Iran escalation
- LNG tanker GasLog Shanghai struck in Strait of Hormuz
- Iran warns of retaliation against US strikes on energy infrastructure
- Microsoft and Amazon earnings trigger semiconductor rebound
- Apple stock falls ~10% on guidance miss due to component shortages
- Bitcoin under pressure: Strategy plans $5B sale, ETF outflows, hack