WS #12917
The dominant narrative remains a tech selloff, but no material new developments have emerged in the last 30 minutes to alter the previous synthesis. The situation is STABLE with no new counter-signals or de-escalation events.
Topics
Key developments
- Nvidia CEO Jensen Huang meets Commerce Secretary Lutnick amid China export probe
- Crude oil down over 5% as US-Iran de-escalation hopes rise
- Yemeni missiles strike Saudi Aramco fuel depot in Yanbu
- Apple briefly reaches $5 trillion market cap
- Trump holds separate meetings with Zelenskyy and Netanyahu at White House