WS #11779
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new strikes or diplomatic breakthroughs reported. Meta regulatory risk and airline/semiconductor positives are unchanged from previous synthesis.
Topics
Key developments
- US-Iran ceasefire collapses; second night of strikes, Qatar mediates
- SK Hynix Nasdaq ADR debut raises ~$26.5B, 7x oversubscribed
- EU finds Meta's addictive design breaches Digital Services Act; potential $12B fine
- Shein receives CSRC approval for Hong Kong IPO
- Delta Air Lines reports record revenue, profit beat, strong guidance