WS #8816
No material new developments in the last 30 minutes. The dominant narrative remains the Iran-Kuwait missile attack and its market implications, with no counter-signals or de-escalation reported. The Alphabet equity raise and other corporate news are unchanged from the previous window.
Key developments
- Iran launches ballistic missile attack on Kuwait targeting US forces
- Trump appoints Bill Pulte as acting Director of National Intelligence
- Alphabet plans $80B equity raise for AI buildout; Berkshire Hathaway to buy $10B
- SpaceX flotation to include UK retail offering; up to $2B in shares via intermediary platforms
- Bitcoin falls below $69,000 to two-month low amid institutional outflows
- Goldman sees August US diesel crunch as stocks lowest since 2003
- Aluminum climbs to new four-year highs; analysts say rally far from over
- Victoria's Secret crushes Q1 expectations, raises FY26 outlook above street view