WS #6296
No genuinely new material developments detected in the last 30 minutes. The dominant narratives (Iran escalation, Apple earnings, government shutdown resolution) remain unchanged with no counter-signals or de-escalation.
Key developments
- Iranian drone strike destroys Erbil oil refinery; military alerts around Strait of Hormuz
- Apple Q2 beats estimates but iPhone revenue slightly misses; $100B buyback announced
- US House votes to end 76-day partial government shutdown
- UK raises terrorism threat level to 'severe' after Golders Green stabbing
- Roku Q1 revenue beats estimates, raises guidance; Reddit beats on user growth and EBITDA