WS #12154
No material new developments in the last 30 minutes. The dominant narrative remains the escalation of US-Iran conflict and its impact on oil prices and airlines, with no counter-signals or de-escalation reported. All previously reported signals (earnings, Fed Beige Book, options flow) remain unchanged.
Topics
Key developments
- Massive US missile strike on Iran; Trump says Iran 'will be defeated soon'
- United Airlines Q2 beat but $6B fuel cost headwind; jet fuel up 34% in July
- IBM shares edge lower, extending 25% selloff; employees lose $400M on stock
- AST SpaceMobile announces $1B convertible senior notes offering
- J.B. Hunt Q2 earnings beat; revenue up 19% YoY