WS #9436
No genuinely new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new strikes, de-escalation signals, or counter-signals reported. All other items (Seattle datacenter ban, Google price cut, insider selling) are unchanged from the previous window and remain noise relative to the dominant geopolitical signal.
Key developments
- US launches retaliatory strikes on Iran after Apache helicopter downed near Strait of Hormuz
- Iran launches ballistic missiles and drone attacks in response to US strikes
- Google Cloud reports fire at third-party data center in Delhi, rerouting traffic
- QQQ drops 4.2% intraday amid Iran escalation and tech weakness
- Polymarket contracts show elevated probability of Strait of Hormuz disruption