WS #11858
No material new developments in the last 30 minutes. The dominant Iran/Strait of Hormuz narrative remains unchanged, with no new counter-signals or de-escalation. The Apple-OpenAI lawsuit and SK Hynix memory warning are ongoing but without fresh data points. The situation is STABLE.
Topics
Key developments
- Iran threatens to close Strait of Hormuz, strike two targets for every US strike
- Apple sues OpenAI for trade secret theft via former employees
- SK Hynix CEO warns 2027 will be 'worst year' for memory supply, shortages until 2030