WS #9036
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis (AVGO-driven semiconductor selloff, Ukraine aid bill, Japan reserves drop, etc.) remain unchanged with no counter-signals or de-escalation.
Key developments
- AVGO drops 13-15% on earnings as AI revenue surge fails to meet elevated expectations
- House passes Ukraine aid bill with Russia sanctions, overriding Trump objections
- Japan's foreign securities holdings drop sharply, signaling possible US Treasury sales to fund intervention
- Silver Lake entities sell ~$96M in DELL shares
- Rubrik raises FY2027 subscription ARR guidance to $1.854B-$1.862B