WS #10677
No material new developments detected in the last 30 minutes. The dominant memory/AI capex narrative remains stable with no new data points. No counter-signals or de-escalation events observed. The window contains only routine noise and repetition of previously reported themes.
Topics
Key developments
- Micron surges past Tesla and Meta in market value after record Q3 earnings; analysts raise targets
- Apple hikes prices across Mac and iPad lineup citing unsustainable memory cost increases
- Alphabet shares fall as more AI talent departs, extending selloff
- Senate Republicans reject Iran war powers resolution after Trump pressure; conflict continues
- Inflation accelerated in May as Iran war pushed up prices; Fed and BoE hold rates steady