WS #10621
No genuinely new developments in the last 30 minutes. The dominant narrative remains the AI talent drain at Google and the crypto sell-off, with no counter-signals or de-escalation observed.
Topics
Key developments
- Google to lose two more AI researchers to Anthropic, Gemini 3.5 Pro delayed to July
- Bitcoin falls below $60,000, $484M in long liquidations; MSTR hits lowest since Feb 2024
- Qualcomm custom silicon to generate meaningful revenue in Q1 2027; data center CPU in mid-2028
- Energy Secretary: Iran can no longer close Strait of Hormuz; oil prices drop below $70
- Meta plans AI-powered prediction market app 'Arena'
- OpenAI unveils first custom chip 'Jalapeño' built with Broadcom
- Nvidia CEO: Black market data centers using smuggled chips are a 'dead end'
- Wendy's stock surges on Reddit meme rally