WS #10459
No genuinely new material developments in the last 30 minutes. The previous synthesis remains current with no new data points to report.
Topics
Key developments
- US market close: IBM +3.7% on Trump praise, mega-cap cloud selloff (ORCL -5.6%, AMZN -3.9%, GOOGL -3.8%)
- Trump signals de-escalation on Iran: Strait of Hormuz 'totally open', warns Iran on agreement compliance
- CME Group trading disconnects reported
- SpaceX falls 16%, erases $600B market cap; earlier $6.3B deal with Reflection AI for NVDA chips