WS #9430
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no fresh strikes or de-escalation signals. Tech sector narrative unchanged. No counter-signals or non-dominant-narrative developments detected.
Key developments
- US launches fresh airstrikes on Iran, escalating conflict
- Alphabet announces $80B equity raise for AI infrastructure
- Bank of Japan expected to hike rates twice this year, first next week
- Jim Cramer warns tech stocks losing scarcity due to AI IPO wave
- MicroStrategy drops 8% on Bitcoin weakness and $14B quarterly loss