WS #10143

From 500 msgs · 5 key-dev

No material new developments in the last 30 minutes. The semiconductor rally and geopolitical themes remain unchanged from the previous synthesis.

Topics

Key developments

  • Semiconductor rally: AMD-MEXT acquisition drives INTC +10.1%, MU +7.7%, TSM +6.7%
  • Iraq oil minister: gradual resumption of crude exports through Strait of Hormuz
  • Iran agrees to IAEA inspections of nuclear facilities
  • Massive Ukrainian drone attack on Moscow refinery; Russian lawmaker demands 'real war'
  • Meta signs AI computing deals with data center firm Crusoe