WS #11736
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran conflict with market pricing in de-escalation, and no new data points have emerged to change this assessment.
Topics
Key developments
- US-Iran conflict escalates: US strikes Iran, Iran retaliates against US bases in Gulf
- OpenAI launches GPT-5.6 and ChatGPT Work globally
- Micron announces $250B US investment plan; semiconductor sector rallies
- Russia bans diesel exports after Ukrainian drone attacks on refineries
- Anthropic appoints former Fed Chair Bernanke to oversight body
- Apple loses EU court challenge on DMA 'gatekeeper' status
- SK Hynix US IPO more than 7x oversubscribed, pricing at $149
- Meta's new AI chips to begin production in September, partnering with Broadcom and TSMC