WS #8022

The data dump contains several market-relevant signals. The Ebola outbreak in Uganda and DRC is escalating, with Uganda confirming three new cases (total five) and the WHO raising the risk to 'very high' at the national level. This is corroborated by multiple sources (Al Jazeera, AP, WHO). The Strait of Hormuz remains closed, with Iran and Oman negotiating a permanent payment system for passage, and crude oil prices gaining slightly. Iran has destroyed over two dozen US MQ-9 Reaper drones, a $1 billion loss. US-Iran agreement may be finalized within hours, per WSB. Anthropic is opening an office in Milan, and its revenue is projected to jump to $10.9B in Q2 2026, with profitability expected. AMD has started mass production of EPYC Venice chips on TSMC 2nm. China's DRAM and NAND chip exports are flooding the market, potentially cooling RAM prices. Meta is shifting 20% of its Israel workforce to AI. Tulsi Gabbard has resigned as DNI, citing family reasons, but tensions with Trump administration are noted. The US has approved first Nvidia chip shipments to UAE. A magnitude 6.0 earthquake struck Hawaii's Big Island, but no tsunami expected. The narrative arc for US-Iran is STABLE (ceasefire continues, but tensions remain). Ebola is ESCALATING. Tech/AI themes are STABLE with positive developments.