WS #7257
The Trump-Xi summit in Beijing remains the dominant signal, with multiple corroborating sources (Bluesky, Xinhua, NBC) reporting Xi's warning that mishandling Taiwan could lead to conflict, and his statements that China's door will only open wider and that US firms will have broader prospects. The meeting has concluded, and Xi met with US CEOs. Separately, a Philippine senator wanted by the ICC fled the Senate under cover of gunfire, with police confirming gunfire came from inside the Senate. Cuba has completely run out of diesel and fuel oil, per its energy minister and BBC. A hantavirus cruise ship passenger in Atlanta is showing symptoms, per FOX. Honda booked its first annual loss due to EV charges and aims to rebound in FY26. Cerebras Systems secured $5.55B in the year's largest IPO. Bitcoin fell below $80,000 to ~$79,200 amid the Taiwan warning and inflation shocks, with Solana dropping 5%. The Taiwan issue is ESCALATING with Xi's warning, while the summit itself is STABLE (concluded). The Philippine crisis is a new development. Cuba's energy collapse is a humanitarian signal with limited direct US market impact.
Key developments
- Xi warns mishandling Taiwan could lead to conflict; summit concludes
- Philippine senator wanted by ICC flees Senate under gunfire
- Cuba runs out of diesel and fuel oil
- Hantavirus cruise ship passenger in Atlanta showing symptoms
- Honda books first annual loss, aims to rebound in FY26
- Cerebras Systems secures $5.55B in year's largest IPO
- Bitcoin falls below $80,000, Solana drops 5% on Taiwan warning