WS #11680
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains dominant and unchanged, with no counter-signals or de-escalation reported. Other previously noted items (Meta data center, Levi Strauss, AZZ, MDA Space, consumer borrowing) have no new data points. The situation is stable with no new market-moving information.
Topics
Key developments
- US launches second day of strikes on Iran after Trump declares ceasefire over
- Meta begins work on $13B data center in Alberta, Canada
- Levi Strauss beats Q2 estimates, raises guidance, but shares fall 5% after-hours
- MDA Space launches $712M bought deal offering, shares fall
- AZZ beats Q2 estimates, raises guidance