WS #13198
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains ESCALATING with no new counter-signals or de-escalation. Energy supply disruptions (Strait of Hormuz, Russian refinery strikes) and the MAG7 divergence (AMZN bullish, AAPL bearish) persist unchanged. No new data points warrant updating the previous synthesis.
Topics
Key developments
- US State Department warns of 'significant escalation' with Iran; Iran accuses US of mixed signals
- Qatari LNG tanker struck in Strait of Hormuz, engine room damaged
- Ukrainian drones strike three Russian refineries in Ufa, cutting ~20% of refining capacity
- US Treasury joins Japan in yen-buying intervention; USD/JPY drops from 164 to 157
- Amazon blows out earnings, AWS growth strongest in 18 quarters; Apple slides on soft guidance
- Chipmakers rebound sharply after rout; Samsung and SK Hynix see record gains
- Russia expands crypto mining ban to Moscow through 2032
- Bitcoin ETF outflows of $265M and $38M wallet hack pressure BTC