WS #10469
No material new developments in the last 30 minutes. The previous synthesis remains current with no counter-signals or changes to the dominant narratives.
Topics
Key developments
- SpaceX shares tumble 16%+, shedding $400bn in market value
- Qualcomm nears $4B deal for AI chip startup Modular Inc.
- Primoris Services cuts 2026 guidance, COO departs
- IBM partners with OpenAI on enterprise security AI
- Iran-US progress on Strait of Hormuz safety deal; $12B assets released for US ag products
- Apollo private credit fund limits investor withdrawals after requests surge