WS #11709
No material new developments in the last 30 minutes. The US-Iran conflict, oil supply disruptions, and China semiconductor rally remain the dominant themes with no significant changes or counter-signals.
Topics
Key developments
- US-Iran conflict escalates: Trump declares ceasefire 'over', second day of strikes, Strait of Hormuz near standstill
- Ukraine drone strikes hit Russian oil depots and tankers, deepening fuel crisis
- SAP averts EU antitrust fine by offering concessions on service provider choice and fees
- SK Hynix US IPO oversubscribed more than 7x, set to be second-largest ever
- Apple extends Broadcom partnership to 2031 with $300B deal for US-made chips