WS #9182
No genuinely new material developments detected in the last 30 minutes. The dominant macro narrative (bearish rate-cut expectations post-jobs report) and the key counter-signal (SpaceX AI cloud deals) remain unchanged. No new data points, counter-signals, or de-escalation events were observed. The overall narrative is STABLE.
Key developments
- Google and Anthropic sign multi-billion-dollar AI compute deals with SpaceX ahead of record IPO
- Pentagon raises Israeli espionage threat level to 'critical' amid multiple Middle East escalations
- Eli Lilly reports broad benefits for experimental obesity drug retatrutide (ongoing — first surfaced 22:06)