WS #11163
No genuinely new material developments in the last 30 minutes. The dominant signals from the previous window (Meta cloud pivot, EIA data, ISM PMI, Fed comments, Ukraine drone strikes) remain unchanged with no new data points, counter-signals, or de-escalation. The narrative is STABLE.
Topics
Key developments
- Meta launches cloud business to sell excess AI compute capacity, shares pop 8%
- AI compute rental peers CoreWeave and SharonAI under pressure on Meta cloud news
- EIA crude inventory draw of 3.775M barrels vs 2.9M est, gasoline draw 2.333M vs 0.95M est
- Ukrainian drone strikes on Russian oil refineries intensify, causing fuel crisis
- Fed Chair Warsh says inflation risks have come down, no July rate signal, Bitcoin climbs toward $60k