WS #11175
No material new developments in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation to report.
Topics
Key developments
- Meta plans cloud business to rent out excess compute capacity, stock surges ~10%
- Strait of Hormuz crude oil shipments at one-third of pre-war levels in June
- US decides not to renew USMCA, opts for annual reviews
- Micron pledges $250 million investment in Trump Accounts
- Salesforce shares rise 5.7% after Guggenheim upgrade to buy
- Fedspeak hits most hawkish level since late 2023
- Bitcoin recovers to $60K after soft data eases rate-hike fears
- OpenAI efficiency gains hammer chip stocks; SOX slides 5%