WS #12294
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains dominant with no de-escalation signals. Apple, Meta, and Boeing stories are unchanged from previous synthesis. No new data points to alter the prevailing market view.
Topics
Key developments
- Iran targets ship in Strait of Hormuz, oil surges 4%
- Apple in early settlement talks with DOJ over antitrust case
- Meta in talks to lease $10B computing power to Anthropic
- FAA to allow Boeing to resume ticketing for 737 MAX and 787
- US oil rig count falls but total rig count rises