WS #12056
No material new developments in the last 30 minutes. The previous synthesis remains current: US-Iran hostilities continue to escalate, Fed policy stance unchanged, IBM warning and AMD upgrades persist, New York moratorium and Paramount-WBD lawsuit ongoing. No counter-signals or de-escalation detected.
Topics
Key developments
- US airstrikes hit Iranian infrastructure; Iran strikes Kuwait with ballistic missiles
- Fed Chair Warsh doubles down on 2% inflation target, pushes back against rate cuts
- IBM preannounces weak Q2 revenue, stock down 26%
- New York enacts first statewide data center moratorium
- 12 states sue to block Paramount-WBD merger