WS #12245
No genuinely new market-moving developments have emerged in the last 30 minutes. The dominant narratives remain unchanged: US-Iran conflict escalation, Fed stance stable, AI chip selloff deepening. No counter-signals or de-escalation detected.
Topics
Key developments
- US airstrikes on Iran continue for sixth night; Kish Island blackout, bridge destroyed
- AI chip selloff deepens; SMH down 6.9% for the week
- SpaceX Starship V3 launch aborted after ignition; stock falls 4%+ after-hours
- New Mexico blocks gas pipeline for Oracle data center
- Netflix drops 8% after Q2 earnings meet expectations
- China's Moonshot AI open-source model surpasses US frontier labs
- Fed's Jefferson: Dual mandate in tension; AI could be inflationary or disinflationary
- Canadian wildfire smoke triggers air quality alerts for millions of Americans