WS #9095
No material new developments in the last 30 minutes. The dominant narrative from the previous window (risk-off rotation, strong payroll data, META equity raise, Oman oil terminal attack, Ebola warning) remains unchanged with no new data points, counter-signals, or de-escalation. The macro narrative is STABLE.
Key developments
- Nasdaq 100 down 3.4%, on track for worst day since October 2025, led by tech mega-caps
- META slides 5%+ on FT report of potential multi-billion-dollar equity raise for AI capex
- Bitcoin down 13% on the week, ETF outflows hit record 13-day streak, capital rotating to AI stocks
- Drone strike at Oman's Mina al-Fahal oil terminal halts cargo operations, escalating Middle East supply risk
- CDC warns Ebola outbreak in DRC could rival 2014-2016 West Africa outbreak, urgent response needed
- Google to pay SpaceX $920M/month for compute capacity at xAI data centers, using 110,000 Nvidia GPUs