WS #10628
No material new developments in the last 30 minutes. The dominant signals from the previous window (Micron earnings beat, bank stress test results, AI data center regulatory headwinds) remain unchanged and are not refuted by any new data. No counter-signals or non-dominant-narrative developments have emerged.
Topics
Key developments
- Micron Q3 revenue quadruples to $41.46B, Q4 guidance ~$50B well above estimates; HBM4 revenue >$1B
- JPMorgan passes Fed stress test, raises dividend to $1.65, announces $50B buyback
- Top House Democrat calls for national moratorium on AI data centers; Pennsylvania codifies strict standards
- Qualcomm unveils Dragonfly data center CPU with Meta as first customer
- Trump to include year-round E15 gasoline in supplemental funding bill