WS #12082
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new escalation or de-escalation signals. No new counter-signals or non-dominant-narrative developments emerged.
Topics
Key developments
- US resumes naval blockade of Iran, launches fourth straight day of strikes; Iran retaliates hitting Gulf states and shipping, killing Indian seafarer
- Trump abandons proposed 20% Hormuz toll, replaces with Gulf investment deals
- IBM shares plunge 25% after preliminary Q2 earnings warning, worst drop since 1987
- June CPI falls to 3.5%, largest drop in six years, boosting Nasdaq 0.9%
- OpenAI reportedly planning AI-powered smart speaker for 2027, Sonos shares fall 3% after-hours
- Senate Democrats block NDAA defense bill over Iran war provisions