WS #12414
No genuinely new developments in the last 30 minutes. The previous synthesis remains current with no material changes or counter-signals.
Topics
Key developments
- US strikes Iranian nuclear plant; Iran retaliates against Kuwait and Jordan
- Netflix shares fall 8% on weak Q3 forecast
- Ukrainian drones halt oil loading at CPC terminal; Kazakhstan condemns
- Apple raises iPhone prices in Japan by ~10% due to yen weakness
- Tesla plans to double Grünheide output despite weak European demand
- Nvidia partners with Japan on national AI infrastructure with Vera Rubin GPUs
- CXMT IPO 570x oversubscribed despite semiconductor selloff
- Andy Burnham becomes UK PM, promises new North Sea drilling