WS #10423
No material new developments in the last 30 minutes. The dominant themes remain US-Iran de-escalation (stable), AI infrastructure spending (bullish), and UK political uncertainty (escalating). No counter-signals or non-dominant-narrative developments detected.
Topics
Key developments
- US Treasury issues 60-day license for Iranian oil sales; Iran agrees to IAEA inspections and free Hormuz transit
- Micron (MU) hits 52-week high; $72.5M call option trade and Bernstein PT raise to $1300 signal extreme AI memory conviction
- SpaceX launches debut investment-grade bond offering expected to raise at least $20B for AI ambitions
- AbbVie acquires Apogee Therapeutics for $10.9B to expand immunology portfolio
- Meta acquires 20% stake in Indian fintech Cred for $900M; founder Kunal Shah to lead WhatsApp
- Super Micro Computer (SMCI) shares soar +16% on unconfirmed report
- Keir Starmer resigns as UK Prime Minister; Andy Burnham set to become next PM
- Lucid Motors announces 18% workforce reduction and elimination of second production shift