WS #10758
No material new developments in the last 30 minutes. The dominant signals from the previous synthesis—Middle East tensions, tech selloff with MAG7 carve-out for MSFT, and EU aluminium tax—remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Iran launches new attack on ship passing through Strait of Hormuz
- S&P 500 heads for longest losing streak since August as tech sell-off deepens
- MSFT flying +10% premarket, showing massive relative strength over Mag 7 peers
- Bitcoin drops to $59K, Strategy's STRC hits new all-time low
- EU plans 15% tax on aluminium scrap exports