WS #10129
No material new developments in the last 30 minutes. The dominant narratives (US-Iran peace deal, Ukraine drone attack, Intel-Apple deal, Amazon AI chips, options expiry) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- US Navy lifts blockade of Iran; Iran confirms no Strait of Hormuz fees for 60 days
- Ukraine strikes Moscow oil refinery in largest drone attack; flights disrupted
- Intel surges 10% on Apple chip deal announced by Trump
- US bond futures surge, driving wagers on July Fed rate hike
- CME sues CFTC over Kalshi and Coinbase perpetual futures approval
- FDA advisers vote in favor of Moderna's flu vaccine
- Crude oil falls to lowest since early March on peace deal and Hormuz reopening
- Tech's 100-day outperformance vs S&P 500 hits extreme level not seen since 2000