WS #8842
No material new developments in the last 30 minutes. The dominant narrative remains the Iran-Israel-Lebanon conflict escalation and the AI trade revival, with no counter-signals or de-escalation events. Berkshire Hathaway's Alphabet investment and Microsoft's Build announcements are ongoing but unchanged. The crypto selloff persists without new catalysts.
Key developments
- Israeli airstrikes on southern Lebanon continue despite Trump's ceasefire claim; Iran threatens to suspend talks
- Microsoft unveils Majorana 2 quantum chip and MAI-Thinking-1 reasoning AI at Build 2026
- Alphabet's $80B equity sale for AI infrastructure expected to be largest ECM transaction ever
- Bitcoin crashes 6% to $67,445; MSTR insider put buying detected; Mt. Gox moves $739M BTC
- US gas prices jump 42.2% YoY in May, adding to inflation and consumer strain
- Nvidia CEO praises Marvell as potential next $1T semiconductor company; optical networking stocks surge
- Trump signs AI executive order after delay over China concerns