WS #10249
No material new developments in the last 30 minutes. The dominant themes remain unchanged: Russia fuel rationing (unconfirmed), Israel-Lebanon ground advance (unconfirmed), TSMC strong revenue (ongoing), and NVIDIA/META signals (stale). No counter-signals or de-escalation detected.
Topics
Key developments
- Russia begins rationing fuel in Moscow after Ukraine drone attacks halt refineries
- Israel launches new ground advance into southern Lebanon; Hezbollah engages
- TSMC May revenue rises 30% YoY, net profit up 58% on AI chip demand
- NVIDIA partners with Unitree Robotics for humanoid robotics push
- META drawdown sees institutional bids near $600 support level