WS #10624
No material new developments in the last 30 minutes. The dominant narrative of oil de-escalation and tech/crypto pressure remains unchanged.
Topics
Key developments
- U.S. Energy Secretary: 72 ships passed through Strait of Hormuz in 24 hours, carrying ~20M barrels of oil
- Qualcomm unveils Dragonfly C1000 data center CPU with Meta as first customer
- Bitcoin falls below $60,000 to lowest since October 2024
- Kalshi in talks to raise funds at $40 billion valuation
- Google delays Gemini 3.5 Pro model release to July