WS #11019
No material new developments in the last 30 minutes. The dominant narrative remains the Supreme Court ruling against Trump, which is stable and not escalating. No counter-signals or non-dominant-narrative developments have emerged.
Topics
Key developments
- Supreme Court rules against Trump on mail-in voting, executive power, and sexual assault verdict
- Duke Energy relinquishes offshore wind leases, re-invests $129M
- Maersk upgrades 2026 earnings guidance on strong demand
- Cantor Fitzgerald raises price targets on AMD, MU, KLAC, LRCX, WDC
- South Korean tech giants commit over $550B to memory chip and AI infrastructure