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UniCredit (UCG IM) and the German Government held a discussion last week and both characterised it as constructive; management sees government support as critical to any eventual structural integration

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UniCredit and Germany held constructive talks on Commerzbank integration, with management viewing Berlin's backing as critical amid explicit German demands regarding listing, headquarters, and lending focus.

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Oracle (ORCL) sends force majeure notice over New Mexico data centre; trying to put off payments on project if it's delayed

ORCLGeopolitics

An Israeli source says "we do not see a real chance of reaching an agreement between the United States and Iran", Al Hadath reports

Geopolitics

Iranian Security Council Secretary Rezaei says a new escalation from the US could open a 2nd front alongside the Strait of Hormuz, in Bab El-Mandeb