WS #10722
No material new developments in the last 30 minutes. The tech selloff narrative remains stable with no new data points or counter-signals. The previous synthesis covers all relevant signals.
Topics
Key developments
- Nasdaq posts four-day losing streak as Apple and Microsoft drop on price hikes
- OpenAI leaning toward delaying IPO until 2027
- Dark pool alert: $500M institutional buy in GOOG
- UN pauses ship evacuations through Strait of Hormuz after vessel attack
- Trump administration asks OpenAI to limit next model release over security concerns