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  1. 01

    IRAN

    Escalation and expansion.

    After pledging to “beat the f—ing sh— out of Iran” for yesterday’s attempts on US forces in Jordan, the US has now launched another heavy wave of overnight strikes across Iran. Meanwhile, presumed Iranian drones just struck a US-owned floating LNG storage tanker at Egypt’s Damietta port on the Mediterranean, with a neighbouring tanker also ablaze. (NYT $)

  2. 02

    UNITED STATES

    Big tech, high yields.

    Microsoft shares are up 4% in after-hours trading after a blowout earnings report driven by 43% cloud growth. It was a dash of much-needed good news after a day when US chipmakers wiped $1T in market cap amid lingering AI spending fears, fanned by Meta’s drop in free cash flow. (WSJ $)

  3. 03

    UNITED NATIONS

    First straw poll.

    The 15 members of the UN Security Council will hold their first straw poll today (Thurs). It’s an informal, non-binding vote to feel out any preferences for (and vetoes against!) the seven candidates now vying to succeed António Guterres as UN Secretary-General. (NPR)

  4. 04

    SUDAN

    Tide turning?

    The Sudanese military might be inflicting heavy losses on the notorious RSF paramilitary, amid reports Khartoum has retaken key towns plus a strategic highway linking out to the besieged city of El-Obeid. There are also credible reports of RSF defections amidst the chaos. (BBC)

  5. 05

    CHINA

    We got you fam.

    The folks at Reuters are reporting that China has sold Iran 400 local-made shoulder-launched air-defence systems (with the regrettable acronym of MANPADS) worth ~$70M. The first shipment is reportedly due in Iran within weeks. (SCMP)

  6. 06

    FRANCE

    Diplo-spat.

    Per Reuters again (hot streak), DC is mulling rejecting France’s incoming ambassador, as part of a broader spat after the US unsuccessfully opposed the UN human rights boss getting a second term. (Reuters)

  7. 07

    RUSSIA

    One man’s terrorist…

    Moscow has added Telegram chat-app founder Pavel Durov to its international wanted list, on allegations he’s aiding terrorists and has ties to Ukrainian intelligence. (Le Monde)

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