WS #11693

From 500 msgs · 5 key-dev

No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran escalation and oil spike, with no counter-signals or de-escalation emerging. The previous synthesis's key developments are unchanged and carry forward.

Topics

Key developments

  • US launches second day of strikes on Iran; Trump declares ceasefire 'over'
  • Apple announces $30B+ multi-year deal with Broadcom for US-made chips
  • META COO Javier Olivan sells ~$2.1M in stock
  • Russia bans diesel exports after Ukrainian refinery strikes
  • SK Hynix US IPO reportedly more than 7x oversubscribed