WS #8962

The data dump is dominated by noise and reiterations of previously reported events. The dominant narratives (Iran war, Israel-Lebanon ceasefire, China-US trade/tensions) remain unchanged with no escalation or de-escalation. Key new signals: (1) China's Commerce Ministry states negotiating teams remain in close communication on tariff reduction, a slight positive for trade-sensitive sectors; (2) Foxconn inks Intel AI infrastructure deal and deepens SK Group ties, bullish for AI hardware; (3) Uber commits nearly $500M to Nuro for 35K robotaxis, bullish for autonomous driving; (4) Partners Group hit by surge in withdrawal requests at second major fund, indicating stress in private markets; (5) SK Hynix tells investors its US listing plan wins strong backing, positive for memory chip sector; (6) Ackman's Pershing Square exits Universal Music stake, with UMG repurchasing €250M of shares. The Iran war and oil supply disruption themes remain stable with no new escalation.