WS #12227
No material new developments in the last 30 minutes. The US-Iran conflict and tech selloff narratives remain unchanged from the previous synthesis. No counter-signals or de-escalation signals detected.
Topics
Key developments
- US strikes Iran for fifth consecutive night; Iran retaliates against US allies
- Google Gemini 3.5 Pro delayed, GOOGL drops 4.4%
- Netflix Q2 revenue and Q3 guidance miss estimates
- TSMC pledges additional $100B US investment, stock slips 3%
- Dallas Fed President Logan calls for 'modestly' higher interest rates
- Iran tells Houthis to prepare to close Bab el-Mandeb Strait if US strikes Iranian power infrastructure
- Nasdaq 100 on track for worst July in 22 years
- Chevron to explore Strait of Hormuz alternative for Iraqi oil