WS #11728
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged with no new strikes, diplomatic moves, or oil price shocks. Tech/AI narratives also show no new catalysts beyond what was already reported. The situation is STABLE with no counter-signals or fresh data points.
Topics
Key developments
- US strikes Iran's Chabahar port for first time; conflict expands beyond Strait of Hormuz
- Micron announces $250B US investment plan through 2035; shares surge 7%
- SK Hynix set for $28B Nasdaq IPO, one of largest ever
- Ukrainian drones hit Russian oil tankers and refineries at industrial scale; Russia bans diesel exports
- New York sues 3M, DuPont, Chemours, Corteva over PFAS pollution
- MARA acquires 1,200-acre Texas site, doubling power capacity to 4.8 GW for AI and Bitcoin mining
- Pentagon bids $300M for lithium as China reliance looms
- BridgeBio Pharma shares surge 14% after positive data