WS #13338
No material new developments in the last 30 minutes. The dominant US-Iran de-escalation narrative remains stable with no new data points, and no counter-signals or non-dominant-narrative developments have emerged. The previous synthesis accurately captures the current state of the market.
Topics
Key developments
- Trump calls off Iran strikes, oil prices plunge over 5%
- Amazon crosses $3 trillion market cap on strong earnings
- Alibaba releases Qwen3.8-Max, Hugging Face CEO says China winning AI race
- Boeing 737-7 clears FAA certification hurdle, stock rallies
- US and Japan confirm coordinated yen intervention