WS #6802
No material new developments in the last 30 minutes. The US-Iran tensions narrative remains stable with no new clashes or diplomatic moves reported. Tech earnings carry-forwards unchanged. No counter-signals or non-dominant-narrative developments detected.
Key developments
- US and Iranian forces clash in Strait of Hormuz; US strikes Iranian oil tankers
- Nvidia hits new all-time high
- OpenAI chip deal financing snag affects Broadcom