WS #11216
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis—tech selloff, US-Iran talks, and Apple's lobbying—remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Asian chip stocks plunge on AI oversupply fears after Meta's cloud plan
- US-Iran talks in Doha conclude with 'positive progress', oil prices fall
- Apple in talks to buy memory chips from Chinese suppliers amid severe shortages