WS #11504
No material new developments detected in the last 30 minutes. The dominant themes from the previous window (China missile test, NVIDIA delay, SK Hynix IPO, oil supply disruptions) remain unchanged with no new data points or counter-signals. The narrative is stable.
Topics
Key developments
- China test-fires submarine-launched ballistic missile in South Pacific, drawing regional criticism
- NVIDIA 'Kyber' AI server rack delayed to 2028, bearish for AI capex thesis
- SK Hynix confirms $29 billion US IPO on Nasdaq for July 10
- OPEC+ confirms 188k bpd production increase for August; oil prices dip
- Russian missile strike on Kyiv kills 11; Ukraine lacks interceptors for ballistic missiles