WS #8954
No material new developments in the last 30 minutes. The Iran conflict narrative remains stable with no new escalation or de-escalation signals. TSMC's growth outlook and Bitcoin selloff continue as previously reported. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- US House passes Iran War Powers resolution 215-208 to limit Trump's military authority
- TSMC CEO reaffirms 30% growth outlook for 2026, capital spending up to $56bn
- Bitcoin crashes below $62,000; $1.5B in crypto longs liquidated; Strategy sells 32 BTC
- SpaceX IPO priced at $135/share, targeting $1.77T valuation, listing June 12
- Ark Invest sells $40.6M AMD, buys $95.6M Alphabet (GOOGL), $3.5M Meta, $3.85M Alibaba