WS #6866
No material new developments in the last 30 minutes. The dominant Iran-US conflict narrative remains stable with no new reports of escalation or de-escalation. The tech/AI theme continues without fresh catalysts. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Ceasefire appears to hold after US strikes Iranian oil tankers, but contradictory reports of continued clashes
- Blowout earnings season: 88% of S&P 500 firms top EPS estimates, tech rally broadens
- Intel market cap surpasses Netflix, hits record high on chip-making agreement with Apple
- Lumentum to replace CoStar on Nasdaq-100
- Peter Magyar sworn in as Hungary's PM, ending Orban's 16-year rule
- Bahrain dismantles IRGC spy network, arrests 41
- BlackRock deepens tokenization push with new onchain fund offerings