WS #11890
No material new developments in the last 30 minutes. The Strait of Hormuz crisis remains escalated with no new de-escalation signals. The Apple vs. OpenAI lawsuit and semiconductor signals (SK Hynix, Micron) are unchanged from the previous window. The narrative arc is STABLE for all themes.
Topics
Key developments
- Iran closes Strait of Hormuz 'until further notice' after striking commercial vessel
- US revokes Iran oil sanctions waiver; Trump says ceasefire 'over' but talks continue
- Apple sues OpenAI for trade secret theft over hardware designs
- SK Hynix ADR listing 7x oversubscribed, shares surge 14% on debut
- Micron announces $250B AI investment plan, stock jumps 7%