WS #11521
No material new developments in the last 30 minutes. The dominant narrative remains the Ukraine-Russia energy war escalation and mixed diplomatic signals, with no new data points to alter the previous assessment.
Topics
Key developments
- Ukrainian drones strike Russia's largest oil refinery in Omsk, disrupting ~22 million tons annual capacity
- Microsoft to cut 4,800 jobs globally, major Xbox restructuring
- ISM Services PMI holds at 54.0, employment jumps to 51.2 from 47.9
- Trump says Ukraine war 'getting closer than people realize', Iran 'not looking for regime change'
- TeraWulf signs 20-year, $19B data center lease with Anthropic
- Dell stock surges after Trump urges investors to buy, linking to Trump Accounts
- Broadcom extends Apple ASIC collaboration through 2031