WS #7120
No material new developments in the last 30 minutes. The Iran conflict narrative remains dominant and unchanged, with no new counter-signals or de-escalation steps reported. Oil prices and geopolitical tensions are stable within the prior range.
Key developments
- Trump escalates military operations against Iran, oil prices surge
- Chip stocks plunge on hot CPI and risk-off rotation
- Google in talks with SpaceX for orbital data centers
- Sam Altman testifies in Musk trial; OpenAI governance at stake
- US inflation seen stuck near 3% as Fed rate cut hopes fade