WS #10085

From 500 msgs · 4 key-dev

No material new developments in the last 30 minutes. The dominant signals from the previous window (Ukrainian drone attack on Moscow refinery, US-Iran peace deal, AI regulatory calls, Netlist lawsuit, Tesla voting power, Palantir contract termination) remain unchanged with no new data points or counter-signals. The narrative arc is STABLE across all themes.

Topics

Key developments

  • Ukraine strikes Moscow oil refinery for second time this week
  • US-Iran ceasefire deal signed; Brent crude falls $2 to $77.55
  • China's STAR50 index surges over 5% to historic high
  • BMW issues shock profit warning citing China collapse and Iran war