WS #7292
No material new developments in the last 30 minutes. The dominant signals from the previous window (Cerebras IPO premium, Hormuz de-escalation, US-China Boeing deal, UK political shift, S&P 500 above 7,500, Doximity ad weakness, India gold tariff hike) remain unchanged with no new data points or counter-signals. The narrative is stable.
Key developments
- Cerebras IPO to open at $333-$335, 80-90% above $185 IPO price
- Trump and Xi agree Strait of Hormuz 'must remain open'
- China agrees to buy 200 Boeing jets
- Labour MP Josh Simons resigns to allow Andy Burnham to run for Parliament
- Doximity sinks 24% on weak Q4, pharma ad market weakness
- Trump discloses NVDA holdings; RBC reiterates Outperform on NVDA with $250 PT
- Fed's Miran says deregulation could ease inflation