WS #9058
No material new developments in the last 30 minutes. The dominant narrative from the previous window (strong US jobs report, AI trade headwinds, geopolitical tensions) remains unchanged with no new data points or counter-signals to report.
Key developments
- US May payrolls surge 172K vs 80K consensus, unemployment steady at 4.3%
- Drone explosions near Romanian oil port Constanta and Oman's Mina Al Fahal port threaten oil supply
- Canada adds 88K jobs in May, unemployment falls to 6.6%
- Bitcoin drops 2.8%, crypto market cap erodes; Zcash bug revealed
- Nvidia certifies Samsung, SK Hynix, Micron for HBM4 supply for Vera Rubin
- JPMorgan upgrades Tesla to Neutral, price target $475 (228% upside)
- UK takes next step in Microsoft probe over cloud licensing practices
- AirTrunk commits $30B to build 5GW AI data centers in India