WS #11017
No material new developments in the last 30 minutes. The dominant narrative remains the de-escalation-driven tech rally and Maersk's guidance upgrade, with no counter-signals or fresh data points to report.
Topics
Key developments
- Maersk raises 2026 profit outlook on strong container demand
- Supreme Court blocks Trump's bid to fire Fed Governor Lisa Cook in 5-4 ruling
- Cantor Fitzgerald raises AMD price target from $500 to $700
- Carlisle Companies makes unsolicited bids to acquire Owens Corning
- European stocks muted as telecoms drop on SpaceX disruption fear
- Amazon's new token-based pricing deal with Anthropic may raise costs
- Google reportedly facing AI capacity constraints
- Venezuela hit by 4.6 magnitude aftershock days after deadly twin quakes