WS #13229

From 179 msgs · 5 key-dev

No material new developments in the last 30 minutes. The US-Iran conflict narrative remains ESCALATING with no new counter-signals or de-escalation reported. The AI trade (AMZN, GOOGL) and Apple downgrade signals are unchanged. No new data points to report.

Topics

Key developments

  • Trump threatens more strikes on Iran as US presses for reopening of Strait of Hormuz
  • Amazon's AWS backlog hits $496B as AI spend raised to $220B
  • Microsoft sets record with $450 billion single-day gain
  • Bitcoin cold-wallet attack spreads to 4,500 addresses as losses near $89 million
  • FIFA President Infantino faces calls for full review after abandoning private equity plan