WS #10613
No material new developments in the last 30 minutes. The dominant themes of oil de-escalation with counter-supply risks and AI infrastructure buildout remain stable. No new data points or counter-signals emerged to alter the previous assessment.
Topics
Key developments
- Oil prices crash to four-month low as Strait of Hormuz reopens, but supply constraints emerge
- Bitcoin breaks below $60,000, down over 50% from all-time high
- Nvidia surges 5% in a single day; Micron earnings anticipation drives semiconductor volatility
- Federal judge permanently blocks Trump's proof-of-citizenship voting requirement
- Binance withdraws MiCA license application in Greece, seeks alternative EU license
- Stonepeak raises $2.5 billion in private bonds tied to LNG plant
- Alphabet joins Dow Jones Industrial Average, replacing Verizon
- Doncasters US IPO said to be more than 30 times oversubscribed