WS #8712

The US-Iran conflict continues to escalate with active military exchanges: IRGC launched a ballistic missile attack on a US base in Kuwait, and the US bombed Iranian military sites, with Kuwait hit by drone and missile fire. This is corroborated by multiple sources (NPR, CNBC, social media). Oil rose from a six-week low amid uncertainty over a peace deal, with Goldman Sachs seeing significant upside price risks from persistent Mideast supply losses. The Nvidia Computex 2026 announcements are high signal: RTX Spark superchip for personal AI agents, humanoid robotics system with Unitree, and partnerships with Uber/Autobrains for robotaxi programs. This is corroborated by BBC, CNBC, Benzinga, and social media. Tesla new registrations in Denmark surged +136.5% YoY in May, a bullish signal for TSLA. UK house prices fell -0.6% m/m in May vs +0.4% prior, missing expectations. Japan launched an anti-dumping probe into steel imports from China, South Korea, and Taiwan. The US tightened rules on selling Nvidia's most advanced chips to Chinese firms. The dominant theme is US-Iran conflict ESCALATING, with oil prices rising and geopolitical risk elevated. The Nvidia narrative remains ESCALATING with new product launches.