WS #12144
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new escalation or de-escalation signals. Corporate and macro news are unchanged from the previous cycle.
Topics
Key developments
- Iran declares 'existential war' against US; Trump warns Iran to 'behave'
- SpaceX stock falls below $135 IPO price, down 41% from peak
- Thinking Machines Lab releases open-weight AI model Inkling
- Anthropic lines up investor meetings for potential October IPO
- Fed Beige Book: moderate price increases, employment growth, inflation risks tilted to upside