WS #12151
No genuinely new material developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new strikes, diplomatic breakthroughs, or counter-signals. All other previously reported items (Anthropic IPO, Apple AI, SpaceX, BofA survey, Fed Beige Book, Morgan Stanley crypto approval) remain unchanged with no new data points.
Topics
Key developments
- US launches second wave of strikes on Iran; Iran retaliates with missile strikes
- China approves Apple Intelligence powered by Alibaba's Qwen model
- Anthropic plans IPO as early as October
- SpaceX shares fall below IPO price
- United Airlines Q2 beat and raised guidance despite fuel cost headwinds
- Morgan Stanley wins preliminary OCC approval for digital-asset trust bank
- House Republicans unveil $95B plan for Iran war, farm aid, and election grants