WS #11663
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran ceasefire collapse and its risk-off implications, with no counter-signals or de-escalation observed. All previously reported signals are unchanged.
Topics
Key developments
- Trump declares US-Iran ceasefire 'over', oil surges 7%+
- Russia bans all diesel exports after Ukrainian drone strikes on refineries
- Apple and Broadcom extend chip partnership to 2031 with $30B deal
- Trump indicates Ukraine may manufacture Patriot missile interceptors
- Nvidia trades at 15x forward EBITDA, 5-year low valuation amid 40%+ revenue growth