WS #9113
No material new developments in the last 30 minutes. The dominant signals from the previous window—US-Iran tensions, tech selloff, Meta share sale, SpaceX IPO—remain unchanged with no new data points or counter-signals. The situation is stable with no escalation or de-escalation.
Key developments
- Iran launches drones toward Strait of Hormuz; US intercepts
- Nasdaq posts record point drop, S&P 500 loses $1.8 trillion on rate fears
- Meta considers multi-billion dollar share sale to fund AI development