WS #12299
No material new developments in the last 30 minutes. The US-Iran conflict and AI selloff narratives remain unchanged from the previous synthesis. No counter-signals or de-escalation signals detected.
Topics
Key developments
- Iran launches fresh attacks, IRGC drone strikes tanker in Strait of Hormuz; US strikes Kharg Island again
- Oil prices surge: WTI +4.76%, Brent +4.74% as Hormuz traffic drops to 17% of normal
- Moonshot AI's Kimi K3 model triggers AI selloff; SK Hynix chairman urges investors to hold
- Apple overtakes Nvidia as world's most valuable company
- FAA allows Boeing to resume issuing airworthiness certificates for 737 MAX and 787
- EU set to delay fines for breaking methane rules after US pressure