WS #6940
No genuinely new material developments in the last 30 minutes. The dominant themes (Iran-US conflict, Alphabet overtaking Nvidia, memory chip supercycle) remain unchanged with no new data points or counter-signals. Narrative arc remains STABLE.
Key developments
- Iran submits response to US ceasefire proposal via Pakistan
- Alphabet poised to overtake Nvidia as world's most valuable company
- Hezbollah drone strike targets Israeli Iron Dome launcher