WS #11625
No genuinely new market-moving developments have emerged in the last 30 minutes. The dominant narrative of US-Iran escalation and semiconductor selloff remains unchanged, with no counter-signals or de-escalation reported. All previously identified signals are stable and ongoing.
Topics
Key developments
- US launches powerful strikes on Iran, revokes oil sanctions waiver after tanker attacks in Strait of Hormuz
- Oil surges over 5% as Brent crude hits $76.25/bbl on US-Iran escalation
- Semiconductor stocks plunge; Nasdaq falls 1.16% on Samsung profit-taking and DeepSeek AI chip threat
- Lockheed Martin acquires Ultra Maritime for $3.45B, expanding naval defense capabilities
- US officials warn of prolonged strikes and expected Iranian retaliation on Gulf states