WS #8757
No genuinely new material developments in the last 30 minutes. The Iran-US tension narrative remains unchanged with no new reports of de-escalation or additional escalation. The Anthropic IPO and AMD upgrade are stale from the previous window. Bitcoin and ETF outflows continue but no new data points. The dominant theme is STABLE with no counter-signals.
Key developments
- Iran ends all negotiations with US, vows to completely block Strait of Hormuz
- Anthropic confidentially files for IPO at ~$965B valuation
- Michael Saylor's Strategy sells Bitcoin for first time since 2022; BTC drops 3%
- Barclays raises ARM price target to $360, Intel to $100, Palo Alto to $300
- Hezbollah signals support for full ceasefire; Israel strikes Beirut suburbs