WS #12208
No genuinely new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new strikes or diplomatic moves. Oil prices continue to trade near session lows, and the China demand drop counter-signal persists. IBM's crash and tech sector dynamics are unchanged. No new data points to escalate or de-escalate the prevailing themes.
Topics
Key developments
- US missile strikes near Bandar Abbas and Qeshm Island; Iraq suspends crude oil flows after drone hits tanker
- IBM plunges 25% on AI failure admission, erasing ~$70B market cap
- Dark pool alerts: $391.63M NVDA, $178.97M AMD institutional buying; $112.38M META call block
- Energy IPOs surge: $12.6B raised in H1 2026, highest since 1999; Standard Nuclear and Csquare IPOs price
- Uber to acquire Delivery Hero for €12.7B ($14.8B), creating largest food delivery platform outside China
- Bond traders unwind Fed hike wagers after benign inflation reports
- DeepSeek valuation implied at nearly $52B via Chinese filing
- Chevron to sign oil investment accords with Iraq on Friday