WS #11651
No material new developments in the last 30 minutes. The US-Iran ceasefire collapse and oil price surge remain the dominant narrative, with no counter-signals or de-escalation emerging. The situation is stable at an elevated level of tension.
Topics
Key developments
- Trump declares Iran ceasefire 'over', threatens strikes on Kharg Island; Iran threatens to close Strait of Hormuz
- Oil spikes >5% on US-Iran escalation; WTI +5.27%, Brent +5.66%
- Apple signs $30B+ deal with Broadcom for US-made wireless chips
- Blue Origin raising $10B at $130B valuation
- NATO pledges €70B+ in military aid to Ukraine; Trump offers Patriot missile license
- EU fines against Google under DMA appear imminent