WS #6574
No material new developments in the last 30 minutes. The Iran-UAE conflict narrative remains unchanged with no fresh attacks or de-escalation signals. Intel and Micron stories are stale. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Iran launches new drone and missile attacks on UAE for second consecutive day; US Navy sinks Iranian boats in Strait of Hormuz
- Intel surges 10%+ on reports of Apple partnership talks for chip supply
- SEC proposes allowing semiannual earnings reports for public companies
- PayPal plans to cut 20% of workforce; Q1 beat but conservative guide
- Romania's pro-Europe government collapses after no-confidence vote