WS #7737

The dominant theme in this window is the escalating Iran situation, with Polymarket contracts showing active trading on Strait of Hormuz traffic, airspace closure, and oil price spikes, alongside a reported Israeli airstrike in southern Lebanon killing 11. The Ebola outbreak in DRC is escalating, with CDC deploying staff and working with FIFA for World Cup travel safety. Google I/O continues to generate AI news: Gemini 3.5 Flash surpasses GPT-5.5 in agentic benchmarks, and Google unveiled Gemini Omni video model and new audio smart glasses. Meta's offer to give rival AI chatbots limited free WhatsApp access is confirmed by Reuters, but competitors say it doesn't address competition concerns. The bond yield spike continues with Japan's 10Y above 2.80%. Tech selling pressure persists (AMZN -2.13%, GOOGL -2.01%, META -1.5%, MSFT -1.25%), while MU +4.04% and LLY +2.66% stand out. The Trump IRS settlement broadens to protect past tax returns, and a new ETF (EUV) focused on semiconductor photonics surpassed $150M AUM. The San Diego mosque shooting investigation reveals radicalization online and seizure of 30+ guns. Overall, the Iran/geopolitical risk is ESCALATING, the Ebola outbreak is ESCALATING, and the tech selloff is STABLE.