WS #6050
No material new developments in the last 10 minutes. The Iran conflict and oil supply disruption narrative remains unchanged, with no new counter-signals or de-escalation. The previous synthesis covers all active high-significance items.
Key developments
- Iran conflict escalates: Strait of Hormuz blockade continues, oil prices surge above $107 Brent
- Amazon and Google invest billions in Anthropic, Meta lays off 10% to focus on AI
- Global military spending hits record $2.89 trillion, Europe up 14%
- Apple plans expansion into 10 new product categories, faces iPhone slump in China
- DeepSeek V4 launches on Huawei chips, signaling China's AI independence from Nvidia