WS #10531
No material new developments in the last 30 minutes. The dominant narrative from the previous window (semiconductor selloff, IBM surge, Alibaba lawsuit, Strait of Hormuz, Russia diesel ban, ECB/Fed/BoE decisions) remains unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Micron (MU) plunges ~9.9% leading semiconductor rout; South Korea tech spillover
- IBM surges +7.8% to $265.59 on safe-haven rotation and positive analyst notes
- Alibaba sues US Department of Defense over 'Chinese military company' designation
- Trump says Iran agreed to full IAEA nuclear inspections; Iranian president rejects missile negotiations
- Meta developing prediction markets app 'Arena' similar to Polymarket and Kalshi