WS #7975
No material new developments in the last 30 minutes. The dominant signals from the previous window remain unchanged: Tulsi Gabbard's resignation, Iran negotiations not close, Fed minutes with no new policy signals, Baker Hughes rig count increase, Nvidia post-earnings pullback, US quantum computing investment, and SpaceX IPO details. No counter-signals or de-escalation events have emerged.
Key developments
- Tulsi Gabbard resigns as Director of National Intelligence
- Iran says deal with US not close, differences deep and significant
- USTR Greer: No immediate tariffs on semiconductors, USMCA talks next week
- US and Sweden announce Technology Prosperity Deal
- HYPE token hits new record above $60, NEAR jumps 30% on AI hype
- CHMP recommends EU approval of Novo Nordisk's Wegovy 7.2 mg single-dose pen
- Ford Motor extends rally on energy storage deal with EDF
- Alcoa upgraded to Buy at UBS on Middle East supply disruption not priced in