WS #10429
No material new developments in the last 30 minutes. The dominant narratives from the previous window (GOOGL selloff, QatarEnergy incident, US-Iran talks, SpaceX deal) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- GOOGL down 5-7% on J.P. Morgan pushback against in-house chip rumors; worst day in 13 months
- QatarEnergy confirms 13 dead, 66 injured at Ras Laffan; LNG exports unaffected
- SpaceX signs $6.3B computing power deal with Reflection AI; immediate access to Nvidia GB300s
- US-Iran talks strained after Trump threats cause Iranian walkout; Strait of Hormuz remains closed
- Tata Electronics data breach includes Apple and Tesla trade secret files; Apple investigating
- Micron announces partnership with Anthropic; stock up; massive bullish options activity ahead of earnings
- Ukraine strikes missile electronics plant in Voronezh and satellite center near Moscow; Crimea fuel sales suspended
- European gas prices rise ~2% on heatwave, Hormuz threats, and Qatar blast