WS #9927
No genuinely new material developments in the last 30 minutes. The dominant narrative remains unchanged: US-Iran peace deal de-escalation, BOJ rate hike, and AI stock rally continue. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Ukrainian drones strike Moscow oil refinery, causing fire
- SpaceX overtakes Amazon as fifth-largest US company after 60% price spike
- Robinhood to cut ~10% of workforce, incurring ~$28M in charges
- Huntsman and Olin to merge in all-stock deal, creating $12B+ company
- Fox to buy Roku for $160/shr in cash and stock
- UK sanctions Russia's Arctic LNG fleet, first G7 to do so
- Treasury yields fall ahead of Fed meeting; Warsh to lead first meeting
- SCHMID books €26M in advanced PCB orders driven by AI infrastructure