WS #13216
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains unchanged and escalating, with no new counter-signals or de-escalation reported. Corporate and macro news flow is quiet, with no fresh data points that would alter the existing market view.
Topics
Key developments
- US threatens more strikes on Iran; new attacks on LNG carrier and Kuwait
- Iraq and Turkey sign 1-year oil pipeline deal to boost exports during Hormuz closures
- Exxon and Chevron warn refining capacity is bottleneck, nearly 10% of global refining offline
- Westinghouse confidentially files for IPO
- S&P 500 earnings growth hits 47.4%, best since 2021, led by tech
- Elon Musk's net worth down nearly $700B amid Tesla, SpaceX merger rumors
- Amazon finalizes $50B investment in OpenAI, secures nearly 5% stake
- AI loan market sees investor demands rise, borrowers offer better terms