WS #8445
No genuinely new material developments in the last 30 minutes. The dominant signals from the previous window (Israel-Gaza escalation, Anthropic funding, Chevron oil warning, Fed hawkishness) remain unchanged with no new data points or counter-signals. The narrative arc is STABLE.
Key developments
- Netanyahu orders military to seize 70% of Gaza, violating ceasefire
- Anthropic raises $65B Series H at $965B valuation, nears $1T
- Chevron CEO warns oil prices likely to rise as Iran war drains supplies
- Fed's Musalem: central bank missing on inflation, hawkish shift
- Micron crosses $1T market cap, UBS PT to $1,625 on HBM demand
- Lilly's GLP-1 drugs to be covered by CVS, expanding access
- US and Iran reportedly agree to extend ceasefire 60 days, open nuclear talks