WS #8840
No material new developments in the last 30 minutes. The previous synthesis remains current: crypto selloff continues with BTC at $67,692.76 and MSTR down 8% on first BTC sale since 2022; IAEA de-escalation on Iran nuclear program reduces oil risk premium; HPE surges 25% on AI backlog; Goldman CEO notes 'greed' mode; Berkshire deploying $17B. No new data points to alter the narrative.
Key developments
- Bitcoin crashes 5.63% to $67,445, MSTR plunges 8% on first BTC sale since 2022
- HPE stock surges 25% on $6.3B AI backlog beat, raises guidance
- Goldman Sachs CEO says markets in 'greed' mode, ample liquidity for AI IPOs
- Berkshire Hathaway commits $17B in two deals, including $10B in Alphabet
- US Secretary of State Rubio says Iran's supreme leader more active as talks continue
- Intuit stock slides after Goldman downgrades to Sell
- Optical networking stocks jump as Nvidia CEO praises Marvell