WS #13307
No material new developments in the last 30 minutes. The dominant themes (US-Iran de-escalation, oil selloff, yen intervention, Apple slide, AI selloff, AstraZeneca-BMS talks) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Oil prices plunge 5-7% as Trump calls off Iran strikes, but Iran denies talks
- US and Japan confirm coordinated yen intervention, USD/JPY drops to 155.20
- Apple post-earnings slide deepens, down 7.4% Friday, ~10% intraday
- Alibaba launches Qwen3.8-Max, challenging global AI models, stock gains
- AstraZeneca and Bristol Myers Squibb in preliminary merger talks, AZN down 7%
- AI selloff continues in Asia: KOSPI -5%, Samsung and SK Hynix down sharply
- Bitcoin falls below $63k amid ETF outflows and Coldcard hack
- Fed's Williams downplays AI financial stability risks, supports current policy