WS #11743
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged with no fresh airstrikes, diplomatic moves, or oil price shocks. Oil prices are stable, gold is steady, and semiconductor sector continues its prior rally without new catalysts. No counter-signals or non-dominant-narrative developments detected.
Topics
Key developments
- US expands Iran strikes to coastal cities and Tehran; Iran retaliates against Gulf states
- Oil prices fall sharply despite escalating conflict, Brent down 2.5% to $76.10
- Meta's Zuckerberg confirms exploring AI cloud business; plans to double compute capacity to 14GW
- SK Hynix $28B US IPO oversubscribed 7x, boosting semiconductor sector
- Gold surges 1.55% to $4,145/oz on safe-haven demand amid conflict
- Private credit redemption requests surge to $15.6B in Q2, signaling liquidity stress