WS #9331
No material new developments in the last 30 minutes. The prevailing narratives from the previous cycle remain unchanged: AI infrastructure buildout continues, political developments are stable, and bond markets await CPI data. No counter-signals or de-escalation events have emerged.
Key developments
- Corning strikes multibillion-dollar AI deal with Amazon
- Applied Digital signs another AI data center lease, shares surge
- Gilead and Merck report positive Phase 3 results for once-weekly oral HIV regimen
- Gilead and Merck discontinue Phase 3 trial for Trodelvy-Keytruda combo in NSCLC
- Trump formally nominates Todd Blanche as Attorney General
- Peru presidential runoff remains extremely close
- Apple WWDC: Siri AI overhaul underwhelms, shares fall
- Meta sues NSO Group over spyware violations