WS #10598
No material new developments in the last 30 minutes. The dominant signals from the previous window—oil sell-off, MSTR decline, tech stabilization, and geopolitical uncertainty—remain unchanged without any new data points or counter-signals.
Topics
Key developments
- WTI crude drops below $70/bbl for first time since Middle East conflict began on US-Iran deal progress
- May new home sales miss sharply at 580K vs 632K expected, supply rises to 10.3 months
- RBC estimates Tesla Q2 deliveries at 405k, above consensus of 401k
- OpenAI and Broadcom introduce Jalapeño custom AI chip for LLM inference
- JPMorgan raises S&P 500 year-end target to 7,800, citing stronger earnings and potential Iran peace deal