WS #8271
No material new developments in the last 30 minutes. The dominant themes from the previous window (US-Iran crisis, Micron upgrade, Meta legal setback, BP governance shock, Ferrari EV disappointment) remain unchanged with no new data points or counter-signals.
Key developments
- UBS triples Micron price target to $1,625, MU surges toward $1T market cap
- Supreme Court declines Meta appeal in Vermont Instagram lawsuit
- Ferrari unveils first EV Luce at €550,000; shares fall on design and price disappointment
- BP ousts board chair over conduct concerns
- US strikes Iran as Doha talks continue; stocks rally on Hormuz deal optimism