WS #11723
No material new developments in the last 30 minutes. The dominant US-Iran military escalation narrative remains stable with no new strikes, diplomatic moves, or oil price shocks. Markets continue to show resilience with no significant intraday shifts. The previous synthesis covers all relevant information.
Topics
Key developments
- Strait of Hormuz traffic collapses to near-standstill after US-Iran strikes
- Meta launches Muse Spark 1.1 with paid API tier, competing with Anthropic and OpenAI
- Micron crosses $1,000 after boosting US investment to $250B through 2035
- PepsiCo misses Q2 EPS, citing tighter consumer budgets
- CFTC blocks CME's plan for 24/7 oil futures trading
- TeraWulf eyes $3.5B for Anthropic-leased data center; stock surges
- MARA Holdings gains 14% on 2 GW Texas AI and bitcoin mining campus plan
- US strikes over 170 Iranian military targets; Iran retaliates with ballistic missiles