WS #10909

From 500 msgs · 3 key-dev

No material new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new strikes or diplomatic moves reported. Ukraine refinery strikes continue but no new targets or damage assessments. Google-Meta AI capacity story unchanged. No counter-signals or de-escalation signals detected.

Topics

Key developments

  • Iran attacks Bahrain and Kuwait after US strikes; Trump threatens Iran 'will no longer exist'
  • Ukraine strikes Slavyansk and Yaroslavl oil refineries with drones
  • Google rations AI capacity to Meta as infrastructure crunch intensifies