WS #7646
No material new developments in the last 30 minutes. The dominant signals from the previous window—OpenAI verdict, Seagate selloff, and geopolitical risks—remain unchanged with no escalation or de-escalation. No counter-signals or non-dominant-narrative developments detected.
Key developments
- Jury tosses Elon Musk's lawsuit against OpenAI and Sam Altman on statute of limitations
- Seagate CEO comments trigger memory chip selloff; STX -8%, MU -5%, WDC -7%, SNDK -7%
- UAE and Saudi Arabia report drone incidents; Trump warns Iran; oil climbs
- SpaceX accelerates IPO timeline, aims to raise up to $75B
- Trump drops $10B IRS lawsuit, establishes $1.77B anti-weaponisation fund