WS #10416
No material new developments in the last 30 minutes. The dominant narrative remains de-escalation of US-Iran tensions and the carry-forward of prior high-significance items. No counter-signals or new data points to report.
Topics
Key developments
- Strait of Hormuz oil flow resumes; JMIC downgrades maritime threat
- SpaceX launches senior unsecured notes; Fitch rates BBB+
- Microsoft signs 20-year gas deal with Chevron for Texas AI datacenter
- Strategy adds 520 BTC, cash reserves rise to $1.4B
- UK PM Starmer resigns; Andy Burnham frontrunner
- AbbVie acquires Apogee Therapeutics for $10.9B
- BoE eases stablecoin rules, introduces £40B issuance cap
- Bitmine reports $10.7B in crypto, cash, and marketable securities