WS #11050

The data dump is overwhelmingly dominated by sports betting (World Cup matches) and routine noise, with no material new market-moving developments beyond what was previously reported. The dominant narratives (Apple's memory chip sourcing from CXMT, 20% price hike on MacBooks/iPads, UK FCA crypto rules, FDA PreCheck pilot) remain unchanged with no new data points or counter-signals in this window. A few items of note: Waymo and Uber ended their robotaxi pilot in Phoenix, but this is a known development. The IEA estimate on oil and gas investment needs is a reiteration. Overall, this window is noise-dominated with no actionable new signals. The narrative arc is STABLE.