WS #11042

From 500 msgs · 5 key-dev

No material new developments in the last 30 minutes. The dominant themes from the previous window (AeroVironment earnings beat, South Korea chip plan, UK drone spending, Brazil-Israel tensions) remain unchanged with no new data points, counter-signals, or de-escalation. The window contains only routine noise and stale headlines.

Topics

Key developments

  • AeroVironment soars 17% after hours on Q4 earnings beat, backlog hits $1.2B
  • South Korea unveils nearly $600B chip mega-plan for AI memory demand
  • UK boosts drone spending by £1.5B in long-delayed defense plan
  • Brazil expels Israeli ambassador, escalating Middle East tensions
  • IMF reaches staff-level deal with Egypt, $1.5B under EFF