WS #8265
No material new developments in the last 30 minutes. The dominant narrative of US-Iran escalation and oil price spike remains unchanged, with no counter-signals or de-escalation signals detected. Corporate news from the previous window (BP, MSTR, WULF, GRPN, MRVL, LLY) has no new updates. The situation is STABLE with no new data points to report.
Key developments
- US strikes Iranian missile sites and mine-laying vessels near Strait of Hormuz, shattering ceasefire hopes
- BP ousts chairman Albert Manifold over governance and conduct concerns
- Brent crude touches $100/bbl after tanker explosion off Oman and US-Iran strikes
- BofA reiterates AI spending 'staying power'; TeraWulf acquires 1+ GW HPC campus
- Russia announces decision to strike Kyiv; Lavrov explains to Rubio; Germany summons Russian ambassador