WS #13202
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains unchanged with no new attacks or de-escalation signals. Apple's post-earnings plunge and the AI infrastructure theme also show no new data points. The situation is stable, with no counter-signals or non-dominant-narrative developments to report.
Topics
Key developments
- Iran attacks on tankers and US bases escalate conflict; US threatens more strikes
- Turkiye and Iraq sign one-year oil pipeline deal to keep 750,000 bpd flowing
- Apple stock plunges ~10% on guidance miss due to component shortages
- Chevron signs 20-year power deal with Microsoft for AI data centers
- Fed officials dissent for rate hike; Bitcoin falls to $63,000