WS #7731
No material new developments in the last 30 minutes. The Iran escalation narrative remains unchanged with no new counter-signals or de-escalation. The previous synthesis covers all active themes.
Key developments
- US and Israeli forces complete preparations for renewed campaign against Iran; Vance says US can restart military campaign
- Google announces Gemini 3.5 Flash at half the cost of rivals; $196M dark pool order in GOOGL
- SpaceX IPO preparations intensify; Sequoia stands to net ~$2 billion
- SEC floats reducing issuer disclosures to boost IPOs
- Meta mandates 7,000+ workers to AI teams; builds AI agent 'Hatch'