WS #10476
No material new developments in the last 30 minutes. The previous synthesis remains current: Chevron-Microsoft power deal, Qualcomm-Modular AI chip acquisition, Palantir 52-week low, Senate housing bill, and Ukraine drone strikes on Russian oil infrastructure are the key signals. No counter-signals or de-escalation observed.
Topics
Key developments
- Chevron signs 20-year power agreement with Microsoft for West Texas data center
- Qualcomm nears deal for AI chip startup Modular
- Palantir hits 52-week low, falls 7% as traders de-risk high-multiple AI names
- US Senate passes bipartisan housing bill with 85-5 vote
- Ukrainian drone strikes on Russian oil refineries escalate; gasoline production down 25%