WS #10684
No genuinely new material developments have occurred in the last 30 minutes. The previous synthesis remains current, with no counter-signals or changes to the dominant narratives.
Topics
Key developments
- Supreme Court rules Bayer cannot be sued over Roundup cancer warnings, clearing $7.25B settlement
- Supreme Court allows Trump to end TPS for Haitians and Syrians, affecting 350,000+
- Apple raises Mac/iPad prices 15-20% due to memory shortages; AAPL down ~5%, $215B market cap lost
- Micron reports record revenue and gross margin, guides Q4 revenue ~$50B, EPS ~$31
- Iran warns against new Hormuz routes but traffic recovers to 57% of pre-war levels
- Venezuela earthquakes kill 164; IMF monitors and stands ready to assist with debt restructuring
- JPMorgan names Troy Rohrbaugh and Doug Petno co-presidents after Marianne Lake retirement