WS #6516
No material new developments in the last 30 minutes. The US-Iran ceasefire collapse and oil price surge remain the dominant narrative, with no counter-signals or de-escalation reported. Amazon's ASCS launch and analyst rating changes are unchanged from previous synthesis.
Key developments
- US-Iran ceasefire collapses; US sinks Iranian boats, Iran attacks UAE oil port
- Amazon launches Supply Chain Services to all businesses, competing with FedEx/UPS
- Goldman Sachs warns global oil buffers shrinking fast; Brent surges 5% to $114+
- Jefferies downgrades Microsoft and Meta targets; Wedbush raises AMD target to $400
- White House considers vetting AI models before release, NYT reports