WS #7298
No material new developments in the last 30 minutes. The dominant signals from the previous window (Cerebras IPO, Clarity Act, UK political turmoil, Hormuz crisis) remain unchanged with no new data points or counter-signals. The narrative arc is STABLE.
Key developments
- Cerebras Systems IPO opens at $350, up 89%, market cap exceeds $100B
- CLARITY Act crypto market structure bill clears Senate Banking Committee 15-9
- Boeing stock drops sharply as Trump announces China order of 200 jets, below expectations
- UK political crisis: Health Secretary resigns, by-election triggered, pound falls to one-month low
- Nvidia stock hits new all-time highs, up 20% in seven days, nearing $6 trillion market cap
- Bessent says China will help 'behind the scenes' to reopen Strait of Hormuz
- Trump discloses large stock purchases in Boeing and Nvidia ahead of China trip