WS #5793
No material new developments in the last 10 minutes. The dominant signals remain the Israel-Lebanon ceasefire extension and tech sector restructuring. No counter-signals or non-dominant-narrative developments detected.
Key developments
- Israel-Lebanon ceasefire extended by three weeks, Trump announces
- Meta slashes 8,000 jobs (10% of workforce) as AI spending surges
- Trump conditions Iran deal on ending Hezbollah funding; Iran imposes Strait of Hormuz tolls
- CRM drops 8.8% on SaaS contagion from NOW's miss, buyback announced
- Supply chain constraints threaten AI boom, Axios reports