WS #12210
No genuinely new material developments detected in the last 30 minutes. The US-Iran conflict narrative remains stable with no new strikes or de-escalation signals. Chevron-Iraq pipeline talks and tech sector divergences are unchanged from previous synthesis.
Topics
Key developments
- US missile strikes hit Bandar Abbas and Behbahan, Iran; explosions reported in Dubai
- Chevron advances talks with Iraq on pipelines to bypass Strait of Hormuz, set to sign accords Friday
- Semiconductor stocks sell off on capex concerns and Korea memory bottleneck; MU, SNDK down
- Microsoft reclaims $400; $10.1M whale buys deep OTM AAPL calls
- NVIDIA CEO says AI boom 'still at the beginning'; data center revenue up 92% YoY
- Netflix reports Q2 earnings after the bell; ad-tier progress in focus