WS #12890
No genuinely new material developments in the last 30 minutes. The dominant AI/semiconductor selloff narrative continues without fresh catalysts or counter-signals. The US-Iran de-escalation remains stable with no new diplomatic or oil price moves. The Japan earthquake narrative is fully de-escalated. No counter-signals or non-dominant-narrative developments detected.
Topics
Key developments
- China begins mass production of domestic DUV lithography tools, threatening ASML's monopoly
- Nvidia employee detained in Taiwan for alleged AI chip smuggling to China
- Nvidia reportedly considering $250B financial backstop for OpenAI data center project
- Apple regains title of world's most valuable company as Nvidia selloff deepens
- Oil prices fall sharply as US-Iran pause attacks, but Hormuz traffic remains disrupted
- 7.1 magnitude earthquake hits southern Japan; TSMC confirms no damage to Kumamoto fab
- UPS Q2 beats estimates, raises full-year guidance
- Carrier Global Q2 beats, raises FY26 outlook, data center orders up >300%