WS #12441
Holding: newest synthesis is 52d 20h old
No material new developments in the last 30 minutes. The US-Iran conflict continues with no de-escalation signals; oil prices remain elevated. TSMC's bullish AI commentary and the Supreme Court tariff ruling are unchanged from the previous window. No counter-signals or new MAG7 divergences emerged.
Topics
Key developments
- CENTCOM conducts ninth consecutive night of strikes against Iran; ATACMS launched from Kuwait
- Oil tops $90/barrel as Middle East fighting escalates; Strait of Hormuz disruptions continue
- TSMC announces additional $100B Arizona investment, citing strong AI chip demand
- Iran's semi-official Mehr news agency reports explosions in southeastern Iran's Chabahar
- US embassy in Bahrain warns of potential Iranian attacks in central Manama