WS #9343
No material new developments in the last 30 minutes. The dominant narrative remains OpenAI's confidential S-1 filing for an IPO, with no counter-signals or de-escalation to report. The Iran-Israel ceasefire continues to hold, and macro indicators are unchanged. No new data points warrant inclusion in key_developments.
Key developments
- OpenAI files confidential S-1 for IPO, targeting up to $1 trillion valuation
- Trump claims total victory over Iran within two weeks; tells Netanyahu Israel could stand alone
- Chip equipment stocks surge: Intel +11%, ASML +6.5%, AMAT +8.6% on Google AI chip commitment and record Q2
- Insider selling at Datadog (DDOG) and Coca-Cola (KO) signals potential caution