WS #8218
No material new developments in the last 30 minutes. The dominant themes (US-Iran ceasefire, Israel-Hezbollah escalation, Ukraine-Russia activity, AI semiconductor trade, MSFT bearish thesis) remain unchanged with no new data points or counter-signals. The window contains only noise or stale headlines already covered.
Key developments
- Oil prices fall 6% as US-Iran peace talks gain ground
- Netanyahu says Israel will intensify strikes against Hezbollah; IDF strikes Bekaa Valley
- AI semiconductor trade migrating to permissionless perps (SNDK, MU, INTC, AMD)
- Rocket attack hits Iranian opposition camp near Erbil, wounding two fighters
- Ballistic missile attack from Crimea on Ukraine