WS #9108
The previous window's dominant narrative—a tech selloff on a hot jobs report—remains stable, but this window introduces no genuinely new material developments. The Apollo/Anthropic debt financing and MRVL S&P 500 addition were already covered. No counter-signals, de-escalation, or non-dominant-narrative developments have emerged in the last 30 minutes. The narrative arc is STABLE.
Key developments
- U.S. chip stocks lose $1.3 trillion in market cap; SOX index plunges 10.3%
- Marvell Technology to join S&P 500 on June 22, stock rises 5%
- Trump says Iran talks 'seem to be going quite well'; Iran has 21-22% of missiles left
- CDC warns Ebola outbreak in DR Congo could top 20,000 cases
- Google to pay SpaceX $920 million per month for computing capacity