EOW full-scan refresh — Iran ceasefire cracks (escalation, not resolution); AI/tech cohort decouples again, this time on the downside test

Event

EOW full-scan refresh — Iran ceasefire cracks (escalation, not resolution); AI/tech cohort decouples again, this time on the downside test

Summary

  • Type: monitoring-check (subtype: reopen-criterion stress test, escalation direction) - event_id: 2026-07-11-war-ends-playbook-eow-full-scan-refresh - Source: 2026-07-08/09 capture batch — Semafor/Bloomberg/MarketWatch Hormuz re-escalation cluster (see gulf-infrastructure-strike 2026-07-11 log entry for full citation list); CNBC ("Few Bright Spots in Wednesday's Tough Market — Why Nvidia Stock...", "
3 events
DateTypeEvent
Jul 13 Desk NoteVertical: Memory & Storage — read the −15% correctly Jul 13 TweetGlobal Markets Investor — KOSPI -9%, trading halted; SK Hynix -15%, its largest daily drop on record Jul 1 InvestigationIran war second and third order effects beyond oil

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