WS #8324
No material new developments in the last 30 minutes. The dominant narrative remains the Iran conflict and oil supply disruption, with no de-escalation signals. The previous synthesis's key developments (Goldman target, SK Hynix/Micron milestones, ECB warning, Spanish police raid) are unchanged and carry forward as ongoing.
Key developments
- SK Hynix joins Micron in $1 trillion club; Goldman Sachs hikes S&P 500 target to 8,000
- Israel claims head of Hamas military wing killed; airstrikes kill 31 in Lebanon
- ECB warns Trump's Iran war risks triggering financial crisis
- Spanish police raid ruling Socialist Party HQ over alleged illegal financing
- Nvidia plans $150B annual investment in Taiwan, calls it AI epicenter
- Trump-backed Paxton topples Senator Cornyn in Texas primary
- Supreme Court rejects Meta's appeal, allowing Vermont Instagram addiction lawsuit
- Tesla and BYD see EV sales growth in Europe; BYD growing faster