WS #9419
No material new developments in the last 30 minutes. The dominant narrative of US-Iran military escalation remains unchanged, with no new reports of strikes, diplomatic moves, or counter-signals. The prior synthesis already captured the key events (CENTCOM strike, Iran denial, Kuwait oil cargo, Super Micro financing, GM-Peak Energy partnership, Dell earnings, Cracker Barrel results). No new data points to update the narrative.
Key developments
- CENTCOM confirms US self-defense strikes against Iran at 5 PM ET
- Super Micro Computer announces $7B equity and convertible financing to fund AI server orders
- GM announces sodium-ion battery partnership with Peak Energy for AI data centers and grid storage
- Dark pool shows $317.68M institutional selling in META and $110.78M in TSLA
- Applied Digital prices $1.59B senior secured notes to fund AI data center construction