BREAKING: Iran says it will strike oil facilities, undersea cables, datacentres and AI facilities across as many as seven countries in the Gulf in the event of a fresh US-Israeli attack

Iran has publicly threatened to strike oil facilities, undersea cables, datacentres and AI infrastructure across as many as seven Gulf countries should the United States or Israel launch a fresh attack. The statement, as relayed by Unusual Whales, is a conditional warning rather than a report of a completed attack, and the headline does not specify the timing or the credibility of the threat. The transmission channel for markets is primarily supply risk: Gulf oil production and export routes, including tanker transit through regional chokepoints, would face direct disruption, pushing crude prices higher and feeding into inflation expectations and central bank rate pricing. A second channel runs through risk appetite and capital flows, as threats against undersea cables and data infrastructure raise concerns about telecommunications, cloud services and the hyperscale AI buildout concentrated in the Gulf, prompting defensive repositioning. The assets most exposed are Brent and WTI crude, Gulf sovereign and energy-sector equities, defense and shipping names, safe-haven assets such as gold and Treasuries, and the Gulf-listed technology and infrastructure stocks tied to regional datacen

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