WS #6812
No genuinely new material developments emerged in the last 30 minutes. The dominant narratives from the previous window (Apple-Intel deal, Strait of Hormuz escalation, FDA commissioner firing, Hyundai investment, UK election results, hantavirus spread) remain unchanged with no new data points or counter-signals. The situation is stable across all tracked themes.
Key developments
- Apple and Intel reach preliminary chip-making deal
- Iran controls Strait of Hormuz, traffic down 91%, Brent at $115
- Trump planning to fire FDA Commissioner Marty Makary
- Hyundai announces $26B US investment, 25,000 jobs
- Reform UK surges in local elections, Plaid Cymru leads Wales
- Hantavirus concerns expand to sixth US state
- Michael Burry warns market feels like dot-com bubble
- US removes enriched uranium from Venezuela