WS #9157
No genuinely new material developments in the last 30 minutes. The dominant theme remains the sharp market selloff triggered by strong US jobs data, with no counter-signals or de-escalation observed. All previously reported narratives are stable and unchanged.
Key developments
- US May jobs report crushes rate cut hopes: 172k vs 80k expected
- Trump says administration discussing equity stake in OpenAI
- Google signs $920M/month AI compute deal with SpaceX for NVIDIA GPUs
- Fed's Barr warns looser bank rules could increase financial stability risks
- Ukraine drones strike oil depots in Leningrad region and Saint Petersburg