EOW full-scan refresh — ceasefire declared dead outright, further than ever from a reopen; this week's AI/tech selloff carries a partial, named geopolitical-risk component alongside the primary AI-capex/credit thread

Event

EOW full-scan refresh — ceasefire declared dead outright, further than ever from a reopen; this week's AI/tech selloff carries a partial, named geopolitical-risk component alongside the primary AI-capex/credit thread

Summary

  • Type: monitoring-check (subtype: reopen-criterion stress test, resolved further away) - event_id: 2026-07-17-war-ends-playbook-eow-full-scan-refresh - Source: Semafor "Fresh wave of attacks kill hopes for US-Iran truce" (2026-07-16); CNBC "U.S. strikes Iranian missile sites, defense systems and reinstates port blockade" (2026-07-15); Semafor "Trump threatens to bomb Iran's civilian infrastructure" (20
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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