WS #9173
No material new developments in the last 30 minutes. The dominant narrative of escalating US-Iran tensions and AI bubble concerns remains unchanged, with no counter-signals or de-escalation observed.
Key developments
- US Treasury to make Iranian assets available for Gulf rebuilding
- Ukraine restricts Russian supply routes to Crimea and strikes oil depots
- Meta confirms 20,225 Instagram accounts hacked via AI chatbot vulnerability
- DoubleLine and Oaktree buy debt ahead of potential AI credit risks