WS #11656
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains dominant and stable, with no new strikes, statements, or counter-signals. Oil prices and energy stocks continue to reflect the prior escalation. No new data points warrant updating the previous synthesis.
Topics
Key developments
- Trump declares US-Iran ceasefire 'over', threatens more strikes; Iran vows to close Strait of Hormuz
- Russia imposes total ban on diesel exports until July 31 after Ukrainian drone strikes on refineries
- Apple announces $30B+ chip deal with Broadcom, including $1.5B Colorado expansion
- China to reportedly allow top AI firms to buy Nvidia H200 chips
- Oil prices surge over 5% on US-Iran escalation and Hormuz disruption fears