WS #8209
No material new developments in the last 30 minutes. The dominant signals remain unchanged: oil price decline from US-Iran peace progress and Israel-Hezbollah escalation. No new counter-signals or non-dominant-narrative developments detected.
Key developments
- US-Iran ceasefire extended 60 days, Strait of Hormuz reopens, oil prices collapse
- Netanyahu orders intensified strikes against Hezbollah in Lebanon
- EU to fine Google high triple-digit million euros for antitrust violations
- Qualcomm wins 3nm GAA tile NPUs with ~2.5x perf/W improvement
- Mexico agrees to host Iran's World Cup team after US refusal
- Iran president orders restoration of full internet access