WS #9203
No material new developments in the last 30 minutes. The dominant US-Israel-Iran war narrative remains unchanged with no fresh escalation or de-escalation signals. No new counter-signals or non-dominant-narrative developments detected.
Key developments
- Israel strikes Beirut's Dahieh district targeting Hezbollah command center
- Trump confirms naval blockade of Iran, says US will work with Iran to destroy uranium if deal reached
- OPEC+ approves 188,000 bpd output increase for July, extends compliance deadline
- Bank of Israel intervenes with $801M FX purchase in May to curb shekel strength
- Russian drone strike damages spent fuel storage building near Chornobyl nuclear plant
- SpaceX IPO sees $150B in orders, double target; analysts discuss QQQ/SPY inclusion
- Banco BPM invites MPS to $58B merger talks to form Italy's second-largest bank
- Micron crushes earnings with 57% revenue growth and $12.20 EPS, trading at ~10x forward earnings