WS #9321
No genuinely new material developments in the last 30 minutes. The dominant Iran conflict narrative remains unchanged with no counter-signals or de-escalation. All other previously reported items (Apple WWDC, SpaceX IPO, H-1B ruling, Pentagon list) are stale with no new data points.
Key developments
- US Navy disables oil tanker in Gulf of Oman; Israel strikes Iran; Trump warns Netanyahu
- IATA slashes 2026 airline profit forecast to $23B from $41B as US jet fuel costs nearly double
- Pentagon adds Alibaba, Baidu, BYD, Nio to 1260H list of Chinese military-linked companies
- Apple WWDC: AI features announced but no proprietary frontier model; AAPL down ~1%
- SpaceX IPO book closes Wednesday; Tom Lee says market can absorb it with $7T sidelined cash