WS #6407
No genuinely new developments in the last 30 minutes. The dominant narrative of US-Iran conflict and Spirit Airlines shutdown remains unchanged, with no counter-signals or de-escalation detected. All current data points are consistent with the previous synthesis.
Key developments
- Spirit Airlines shuts down, first major corporate casualty of Iran war
- Iran imposes new Strait of Hormuz rules; Trump rejects peace proposal, calls US Navy 'pirates'
- US fast-tracks $8.6B in arms sales to Middle East allies, bypassing Congress
- Nvidia will not launch new gaming graphics cards in 2026, prioritizing AI chips
- Apple reports record $111B quarter but warns of rising memory costs
- US announces withdrawal of 5,000 troops from Germany; NATO warns of disintegration
- Senior Iranian officer expects renewed war with US
- Microsoft offers voluntary retirement to ~7% of US workforce