WS #9929
No material new developments in the last 30 minutes. The dominant signals from the previous window (SpaceX-Cursor acquisition, Ukraine oil refinery strike, EU trade deal, HSBC oil warning, Bitcoin accumulation, Tesla deliveries, Micron high) remain unchanged with no new data points or counter-signals. The window contains only noise such as routine market commentary and non-actionable updates.
Key developments
- SpaceX to acquire Cursor (Anysphere) for $60B in all-stock deal
- Ukraine drone strike damages Moscow Oil Refinery
- European Parliament approves EU/US trade deal implementation
- Rackspace signs AMD AI compute deal, stock surges 30% premarket
- Qualcomm in talks to acquire AI chip startup Tenstorrent for $8-10B