WS #10647
No material new developments in the last 30 minutes. The Venezuela earthquake and tech rally narratives remain unchanged from the previous synthesis. No counter-signals or de-escalation detected.
Topics
Key developments
- Venezuela hit by 7.5 magnitude earthquake doublet, building collapses in Caracas
- Trump requests $87.6bn in emergency spending, mostly for Iran war
- Micron earnings beat: revenue $41.5B vs est. $35.5B, EPS $25.11 vs est. $20.39
- Qualcomm to acquire Modular, adding AI infrastructure capabilities
- Gold steadies near $4,000 as stronger dollar and rate outlook weigh