WS #9426
No genuinely new developments in the last 30 minutes. The US-Iran military conflict remains at the same level of escalation with no new strikes or diplomatic breakthroughs reported. Super Micro Computer's equity raise and HBM supply chain dynamics are unchanged from the previous cycle. The Vance peace deal comment is stale and contradicted by ongoing strikes.
Key developments
- US launches retaliatory strikes on Iran after Apache helicopter downing
- Super Micro announces $7B equity raise, stock drops 9% after hours
- HBM supply fully booked through 2026-2027 with 485% price increase
- VP Vance says US 'very close' to Iran peace deal, but strikes continue