WS #13225
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains unchanged with no new escalation or de-escalation signals. The AI trade divergence (NVDA positive, COIN negative) and Fed hawkish stance persist without fresh data points. No counter-signals or non-dominant-narrative developments emerged in this window.
Topics
Key developments
- US State Department urges Americans to leave Middle East amid escalation fears
- Nvidia in talks to guarantee up to $322B for OpenAI data center lease
- Bitcoin cold wallet attack spreads to 4,500 addresses, losses near $89M
- Bombing at Moscow restaurant kills 3, Russian missile strikes hit Kyiv