WS #12283
No material new developments in the last 30 minutes. The dominant themes from the previous window—tech rout (ESCALATING) and US-Iran conflict (ESCALATING)—continue without fresh data points. No counter-signals or de-escalation observed.
Topics
Key developments
- US strikes Iran for sixth straight night; Iran threatens to block oil exports
- Chip stocks have worst month since 2008; Apple overtakes Nvidia as most valuable company
- Netflix shares fall 10%+ on Q3 revenue growth slowdown forecast
- University of Michigan Consumer Sentiment improves to 54.4 in July, beating expectations
- M7.3-7.4 earthquake off Chiapas, Mexico triggers tsunami warnings
- UnitedHealth shares jump ~8.5% on strong earnings and raised guidance
- GE Aerospace reports record quarter but CEO warns 'no victory laps'
- Travelers reports core income nearly doubles; stock up 8%