WS #9184
The data window contains no new material developments beyond what was already reported in the previous synthesis. All signals are either stale or noise. No counter-signals or de-escalation events are present.
Key developments
- Israeli attack kills Lebanese general and two soldiers, escalating Hezbollah front
- Kim Jong Un orders 2.5x expansion of missile production capacity
- Google signs ~$920M/month contract with SpaceX for AI computing capacity
- Drone attack on oil depot in Feodosia, Crimea; Turkish fishing vessel sunk in Black Sea
- US markets sell off sharply on strong jobs data, rate-cut hopes dashed
- US strikes Iranian radar sites; Iran retaliates with missiles on Kuwait and Bahrain