WS #12929
No material new developments in the last 30 minutes. The dominant themes from the previous window—US-Iran de-escalation, Apple's market cap milestone, and tech selloff—remain unchanged with no new data points or counter-signals.
Topics
Key developments
- US-Iran de-escalation confirmed; Brent crude crashes ~5.8% to $80
- Apple market cap briefly surpasses $5 trillion
- Tech selloff deepens on AI capex concerns; Micron, Intel, Astera Labs fall
- Boeing raises 2026 FCF guidance to $1-3B, shares up 5%
- Trump administration to ban Chinese humanoid robots and inverters