WS #12195
No material new developments in the last 30 minutes. The dominant narrative remains geopolitical escalation (US-Iran/Houthis) with oil supply disruption, partially offset by IEA reserve releases. No counter-signals or de-escalation observed. All prior high-significance items carry forward unchanged.
Topics
Key developments
- Iran threatens to close Bab el-Mandeb if US strikes its power infrastructure, risking simultaneous chokepoint blockade
- US strikes Iranian tanker near Kharg Island, oil spikes past $112
- UnitedHealth Q2 EPS $6.38 (+30% beat), raises full-year guidance
- GE Aerospace Q2 EPS $2.02 (+9% beat), revenue $13.35B (+12% beat)
- TSMC reports record profits but capex surges past $60B, testing investor nerves
- South Korea intervenes in leveraged Samsung/SK Hynix ETFs after 24 emergency trading halts in nine weeks
- Alibaba partners with Apple to integrate Qwen AI into iPhones in China
- Uber announces ~$14.8B takeover bid for Delivery Hero