WS #9399
No material new developments in the last 30 minutes. The US-Iran military escalation narrative remains dominant with no counter-signals or de-escalation. The tech sell-off and AI model release are unchanged from previous synthesis.
Key developments
- Trump says Iran shot down US Apache helicopter, vows to respond
- Anthropic releases Claude Fable 5 (Mythos-class) AI model to public
- Nasdaq 100 tumbles 3.3% as AI/optical stocks rout; Apple falls 3% post-WWDC
- OpenAI files confidentially for IPO
- GSK to acquire Nuvalent for $10.6B; Nuvalent shares surge 39%