WS #10114
The dominant narrative from the previous window remains intact and STABLE. No new material developments have emerged in the last 30 minutes that were not already captured. The semiconductor strength, oil supply dynamics, and Apple memory chip story continue as previously described.
Topics
Key developments
- Ukrainian drone strike cripples Moscow oil refinery, shutting airports
- Fed Chair Warsh signals hawkish stance, rate hike bets surge
- US and Iran sign interim deal: ceasefire, $300B reconstruction, oil exports to resume
- Semiconductor stocks rally: MRVL +11.9%, INTC +8.6%, MU +9.3% on AI demand
- Apple to partner with Intel for US chip manufacturing