WS #8361
No material new developments in the last 30 minutes. The dominant narrative remains the Iran nuclear deal negotiations and Israel-Hezbollah escalation, with no new data points or counter-signals. The previous synthesis covers all relevant information.
Key developments
- Trump says no sanction relief for Iran, demands uranium surrender
- Meta launches paid subscriptions across Instagram, Facebook, WhatsApp
- Israel bombs Tyre, Lebanon, escalating Hezbollah front
- US building Ebola quarantine center in Kenya for Americans
- SPX heatmap shows rotation: AMZN, TSLA, AAPL, GOOGL up; NVDA, AMD, INTC, MSFT, JPM down