WS #9161
No material new developments in the last 30 minutes. The dominant macro narrative of a sharp selloff triggered by strong US jobs data and Broadcom's disappointing AI chip outlook remains stable, with no counter-signals or de-escalation emerging. All prior high-signal items (SpaceX-Google deal, Trump AI equity talks, Iran escalation, Ukraine drone attack) are unchanged from the previous synthesis.
Key developments
- Iran fires ballistic missiles at US bases in Kuwait and Bahrain; US strikes Iranian radar sites
- Uber commits nearly $500 million to self-driving startup Nuro
- Marvell Technology to join S&P 500 on June 22
- Ethereum co-founder moves 110,000 ETH to defend $259M DAI position
- AMD gains server market share with EPYC chips amid AI boom