WS #8299
No genuinely new material developments detected in the last 30 minutes. The dominant narrative remains the Israel-Lebanon conflict (ESCALATING) with no new counter-signals or de-escalation. No new company-specific news or macro events that would change the market outlook.
Key developments
- US sees progress in Iran deal despite tensions, Bloomberg reports
- Mubadala offers $1.91 billion GlobalFoundries share block
- Zscaler Q3 revenue grows 25% but FCF margin guidance lowered
- Home Depot dark pool order of $299.99M and multiple insider transactions
- NATO deploying 60,000 troops on eastern flank
- Trump administration plans to repurpose plutonium for electricity generation
- North Korea tests new multi-purpose missile launch system
- Bitcoin mining stocks jump on AI infrastructure boom