WS #8770
No material new developments in the last 30 minutes. The Iran-Israel conflict escalation and Alphabet capital raise remain the dominant themes, but no new data points have emerged to alter the previous assessment. The situation is STABLE with no counter-signals or de-escalation reported.
Key developments
- IRGC claims missile strike on US-owned vessel; oil surges 5.5%
- Alphabet announces $80B equity raise for AI, Berkshire invests $10B; GOOGL -2.5% after hours
- EU poised to give countries budget leeway to cushion energy costs
- Trump administration retreats on $1.8B anti-weaponization fund