WS #7087
No material new developments in the last 30 minutes. The Iran crisis narrative remains dominant and escalating, with no counter-signals or de-escalation reported. Japan macro stress, KOSPI fragility, and AI rally pause continue as previously described. No new data points to update the market outlook.
Key developments
- Trump says he will discuss Taiwan arms sales with Xi at summit
- UAE secretly joined Iran war with covert strikes on oil refinery
- US in closely-guarded talks to open three new military bases in Greenland
- Last passengers from hantavirus-hit ship evacuated; American tests positive
- Ilya Sutskever testifies he spent a year building case against Sam Altman's 'pattern of lying'
- Ark Invest sells AMD at 52-week high, buys Tempus AI and Circle
- Gartner forecasts memory revenue to triple in 2026, semiconductor revenue to grow 64%
- Modi's call to curb fuel use suggests imminent hike in pump prices, adding to inflationary pressure