WS #8294
No material new developments in the last 30 minutes. The Israel-Lebanon conflict remains escalated with no new reported strikes or diplomatic moves. The SpaceX-Tesla merger speculation and Hormuz reopening timeline are unchanged. No counter-signals or de-escalation emerged. The dominant narrative is stable.
Key developments
- Israeli strikes kill 31 in southern Lebanon, escalating regional conflict
- Musk discussed merging Tesla and SpaceX as SpaceX nears IPO
- Strait of Hormuz closure draining global oil inventories; Brent could hit $120-150
- USTR Greer: China tariffs permanent, team to India for trade deal
- Micron closes at $895.88, market cap surpasses $1T on AI spending