WS #9412
No material new developments in the last 30 minutes. The US-Iran tension narrative remains stable with no new escalation or de-escalation signals. Oil supply normalization continues as previously reported. No new counter-signals or non-dominant-narrative developments detected.
Key developments
- Trump says US must retaliate against Iran after Apache downing; Iran warns foreign forces
- US Energy Secretary: Strait of Hormuz traffic 'rising very meaningfully'; Kuwait resumes crude sales
- US judge approves Visa/Mastercard $38 billion swipe fee settlement
- Tech bloodbath: NVDA -1.33%, AVGO -2.09%, AMD -5.17%, MSFT -2.32%, AAPL -3.93%
- Apple extends Private Cloud Compute through collaboration with Google and Nvidia
- SpaceX IPO demand nears four times oversubscribed
- Dark pool order: $100.77M in MSFT detected
- Salesforce lays off 86 San Francisco employees, third round in nine months