WS #8303
No material new developments in the last 30 minutes. The Iran conflict narrative remains stable with no escalation or de-escalation. The semiconductor rally continues but is not new. No counter-signals or non-dominant-narrative developments have emerged.
Key developments
- AMD surges 7.8%, SOXX hits all-time high, Micron +20% on AI-driven semiconductor rally
- Iran conflict stable; no new developments in this window