WS #11776
No material new developments in the last 30 minutes. The dominant narratives (US-Iran escalation, AI chip competition) remain unchanged with no new data points or counter-signals. The IEA demand forecast and SK Hynix IPO continue as ongoing themes without fresh updates.
Topics
Key developments
- US launches new airstrikes on Iran; Iran retaliates; Strait of Hormuz traffic near standstill
- SK Hynix raises $26.5bn in record Nasdaq IPO, second largest ever
- Meta plans mass production of own AI chip 'Iris' via TSMC, challenging Nvidia
- China eases boycott of Nvidia H200 chips, allowing Alibaba, ByteDance, DeepSeek to purchase
- Oil prices spike 5% for the week on US-Iran tensions; Brent near $75-79