WS #10510
No material new developments in the last 30 minutes. The dominant narrative remains the global tech selloff and US-Iran de-escalation, with no fresh data points or counter-signals to report.
Topics
Key developments
- US-Iran Talks: Sanctions Waived, Hormuz Traffic Rebounds to 20% of Pre-War Levels
- KOSPI Plunges 10%, Sandisk Crashes 12%, Nasdaq Futures Down 2.7%
- JPMorgan Upgrades IBM on Software Acceleration, Price Target Raised to $291
- Meta Launches $299 Smart Glasses, $80 Cheaper Than Prior Models
- Energy Fuels to Buy German Magnet Maker VAC for $1.9B
- Carnival Q2: 12th Straight Record Net Yield Growth, But Shares Drop on Guidance
- MU Bullish Call Options Flow: $30.8M Premium at $1500 Strike, Dec 2026 Expiry