WS #7294
No material new developments in the last 30 minutes. The Cerebras IPO debut and UK political turmoil remain the dominant signals, with no counter-signals or de-escalation observed. The Boeing jet deal and macro inflation warnings are unchanged from the previous window.
Key developments
- Cerebras Systems IPO opens at $345-$359, nearly double the $185 IPO price
- UK political crisis escalates: Streeting resigns, Burnham to run for by-election
- Trump announces China agrees to purchase 200 Boeing jets
- OpenAI preparing possible legal action against Apple over ChatGPT integration
- LC Macro's Buttiglione warns inflation pass-through raises risk of central bank pivot