WS #10851
No material new developments in the last 30 minutes. The dominant narrative of U.S.-Iran tensions, Fed hawkish shift, and AI supply chain moves remains unchanged with no new data points or counter-signals.
Topics
Key developments
- Iran strikes tanker in Strait of Hormuz, drone attacks in Bahrain escalate conflict
- Apple Vision Pro exec Paul Meade leaves for OpenAI
- CFTC investigates Polymarket, raising regulatory risks
- Anthropic soon to win U.S. clearance to restore Fable 5
- Average IBIT investor down 40% as spot bitcoin ETFs cap second-worst week