WS #8929
No material new developments in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation observed.
Key developments
- Iran claims it targeted US military ship in Gulf of Oman; CENTCOM denies Kuwait airport damage claim
- Israeli strikes kill nine in Lebanon, Hezbollah responds with rockets, straining ceasefire
- Oil rises for third day: WTI above $96, Brent near $98; Kuwait warns of 10-12 week recovery after Hormuz reopens
- Fed Beige Book: inflation rising across most districts driven by Middle East energy prices
- Bitcoin falls to $65k, crypto meltdown with $1B+ liquidations
- Tesla launches robotaxi service in Austin
- IBM CEO backs Trump's narrowed AI executive order
- Micron CEO sells $38.4M in stock; stock overbought but AI demand supports