WS #11791

The dominant signal in this window is the escalation of US-Iran tensions, with President Trump declaring the ceasefire over while agreeing to continue talks. This is corroborated by multiple sources (Reuters, Al Jazeera, Bluesky accounts) and is driving oil price concerns. The SK Hynix Nasdaq debut is a major event, with ADRs indicated to open at $175 vs IPO price of $149, signaling strong demand. Ukraine continues to strike Russian oil infrastructure, with reports of attacks on tankers and refineries, exacerbating fuel shortages in Russia. The Bank of England gaining powers to regulate Big Tech (Amazon, Google, Microsoft, Oracle) is a regulatory development for those firms. Netflix is exploring always-on live TV channels, which could impact engagement and ad revenue. The narrative arc is ESCALATING for US-Iran and Ukraine-Russia energy strikes.