WS #9348
No material new developments in the last 30 minutes. The dominant AI IPO theme and geopolitical narratives remain unchanged from the previous window. No counter-signals or non-dominant-narrative developments detected.
Key developments
- OpenAI confidentially files for IPO at >$850bn valuation
- SpaceX IPO oversubscribed with $10B in institutional orders
- Alphabet raising $80B for AI infrastructure
- INTC surges 11.2% on reported Google AI chip foundry order
- BABA and BIDU hit by US military blacklist
- Russian deputy foreign minister threatens nuclear readiness
- US disables tanker violating Iran port blockade; supertanker orders hit record high
- TSLA insider Vaibhav Taneja files to sell 2,606 shares (~$1.05M)