WS #11472
No material new developments in the last 30 minutes. The dominant narrative remains stable with no counter-signals or de-escalation events to report.
Topics
Key developments
- OPEC+ confirms 188,000 bpd production increase for August
- Ukrainian drone strike hits St. Petersburg oil terminal, escalating energy supply risk
- Apple raises MacBook/iPad prices 20-25% due to memory chip cost surge
- Nvidia launches recurring revenue model taking cut of cloud customers' revenue
- Tesla launches robotaxi operations in Miami
- EasyJet agrees to $7.3 billion takeover bid from Castlelake at 73% premium
- Clarity Act faces timeline issues as Congress heads into summer break
- Michael Dell's net worth falls $34 billion amid PC/server headwinds