WS #12325
No material new developments in the last 30 minutes. The US-Iran conflict and oil supply disruption narrative remains stable with no new strikes or diplomatic moves reported. Tech selloff continues with no fresh catalysts. No counter-signals or de-escalation signals detected.
Topics
Key developments
- US launches seventh straight night of strikes on Iran; IRGC claims two oil tankers exploded in Strait of Hormuz after hitting mines
- Moonshot AI's Kimi K3 model rivals US AI models, reviving competition fears; tech selloff deepens
- Netflix Q3 revenue forecast below consensus, stock falls 7.3%
- Iraq signs deals with Western oil firms including Chevron to revive Syria pipeline bypassing Strait of Hormuz
- White House takes more control over AI model releases, shifting power from tech giants
- BlackRock CEO and GC sell shares totaling ~$19.6M; Datadog CEO sells $10.8M