WS #11129
No material new developments in the last 30 minutes. The dominant narrative remains unchanged: US export controls on Anthropic's Fable 5 AI model are being lifted, with Lutnick's confirmation corroborated by multiple sources. Markets are stable with a bullish tilt on AI/semiconductors. No counter-signals or de-escalation events detected.
Topics
Key developments
- Trump administration lifts export controls on Anthropic's Fable 5 AI model
- BOJ Tankan big manufacturers index beats expectations at +22 vs poll of 16
- Microsoft plans to cut under 2.5% of workforce in latest layoffs
- Dish files for Chapter 11 bankruptcy due to $2 billion debt maturity
- Alcoa to buy South32 aluminum assets in deal valued up to $5.6 billion
- Vedanta's CopperTech Metals delays US IPO citing copper sector volatility
- Gold set for worst quarter in 13 years, down 15% in Q2
- Bitcoin suffers worst month in four years, down 20% in June