WS #9231
No material new developments in the last 30 minutes. The dominant narratives (US-Iran conflict, Ukraine-Russia war, market selloff, Oracle rally, MSTR speculation) remain unchanged with no counter-signals or de-escalation signals detected.
Key developments
- OPEC+ announces 188,000 bpd production increase for July, largely symbolic due to Strait of Hormuz blockade
- Trump refuses to rule out federal compensation for Jan 6 rioters; interview ends abruptly
- Israel strikes Beirut residential areas despite US request; Iran threatens 'painful' response
- Ukraine drone attack on St. Petersburg; Zelensky in London for E3 talks
- US stock market worst day of year: S&P 500 -2.64%, Nasdaq -4.18% on strong jobs data
- Oracle stock surges 28% in five days; Larry Ellison net worth $296B
- Michael Saylor revives Bitcoin buy speculation with 'add more dots' chart
- AI IPO wave could test Wall Street's appetite for new shares