WS #6284
No genuinely new material developments in the last 30 minutes. The Iran conflict narrative remains escalated with oil price volatility, but no new strike options or diplomatic breakthroughs reported. The DHS shutdown end, Meta CapEx guidance, UAE OPEC exit, and other prior developments are unchanged. The only minor update is continued oil price pullback, but this is likely profit-taking and not a fundamental shift.
Key developments
- US military prepares new 'short and powerful' strike options on Iran; Brent crude spikes to $126
- US House votes to end 76-day DHS shutdown
- Meta raises CapEx guidance to $145B, stock plunges 9.5%
- KKR secures over $10B for AI infrastructure launch
- Brent crude pulls back sharply from $126 high, down over 3%
- Senate unanimously passes Bets Off Act banning senators from prediction market trading
- FDA approves Axsome Therapeutics' AUVELITY for Alzheimer's agitation
- UK terror threat level raised to 'Severe'