WS #12224
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains stable with no new strikes or diplomatic breakthroughs. The AI hardware selloff continues without fresh catalysts. No counter-signals or non-dominant-narrative developments emerged.
Topics
Key developments
- US launches fifth consecutive night of strikes on Iran; Houthis threaten Saudi oil facilities
- TSMC Q2 beat overshadowed by margin pressure from 2nm ramp and higher capex guidance
- Alphabet shares fall 4% on report Gemini 3.5 Pro AI model is months behind schedule
- Microsoft hits $3 trillion market cap intraday
- Citadel Securities invests $400M in Crypto.com at $20B valuation; T. Rowe Price launches multi-token crypto ETF
- Fed's Logan calls for higher interest rates, saying inflation not heading sustainably to 2%
- Dark pool alert: $305.88M institutional buy of IWF (iShares Russell 1000 Growth ETF)
- Apple climbs toward all-time highs; Alibaba's Qwen AI to be integrated in Apple Intelligence