WS #12126
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains stable with no escalation or de-escalation. No counter-signals or non-dominant-narrative developments detected.
Topics
Key developments
- Apple surges to all-time high; seeks AI chip acquisitions, Baltra delayed
- Fed Chair Warsh: AI investment good for jobs, inflation not a concern
- Iran strikes Kuwait oil facility; Strait of Hormuz shipping off-limits
- FCC proposes eliminating broadcast ownership cap; SSP, GTN rally
- Ukraine hits 20 Russian vessels in Black Sea, including oil tankers
- 3M partners with Microsoft Azure for optical technology
- Morgan Stanley reports record Q2 net revenues of $21.3B