WS #11202
No material new developments in the last 30 minutes. The dominant narratives from the previous window — tech rotation, semiconductor selloff, US-Iran Doha talks, Microsoft layoffs, Apple antitrust — remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Iran establishes communication channel with US after Doha talks, oil prices fall to 4-month lows
- Semiconductor selloff deepens: Micron -10.57%, AMD -6.89%, NVDA -1.25%
- Google loses Yelp antitrust case in US and faces $1.5B EU Klarna ruling
- Apple readies new iPad Pro and redesigned MacBook Pro for 2027
- US DoE crude inventory draw of -3.775M barrels vs -2.903M estimate