WS #13896

The dominant US-Iran conflict narrative remains unchanged, with no new counter-signals or de-escalation. Oil prices and equity moves are consistent with prior synthesis. No new data points warrant updating key developments. This window carries 5 key development(s), 4 at significance:high: Iran says Hormuz will stay closed until US meets conditions; oil prices rise; Nvidia's $500B AI infrastructure financing platform with Wall Street firms; CoreWeave raises FY26 guidance, Q3 sales above estimates; Super Micro guides FY27 revenue above expectations. A further 1 development(s) sit below significance:high.