WS #7628
No material new developments in the last 30 minutes. The dominant US-Iran tensions narrative remains stable with no new confirmations or de-escalations. The proposed sanctions waiver reported earlier has not been corroborated by additional sources. No new company-specific or macro signals emerged.
Key developments
- Kharg Island blockade confirmed: no tankers loading
- Iranian media: US proposed sanctions waiver, oil slips
- Strategy (MSTR) buys $2.01B in Bitcoin, holdings reach 843,738 BTC
- Alphabet (GOOGL) reaches $400 for first time
- Regeneron (REGN) drops after skin cancer treatment fails late-stage trial
- US Treasury announces $275M settlement with Adani Enterprises