WS #11528
No material new developments in the last 30 minutes. The dominant narrative remains the Ukraine drone campaign on Russian oil infrastructure and OPEC+ production increases, with no counter-signals or de-escalation. Corporate news (Microsoft layoffs, TeraWulf lease, Broadcom-Apple deal, AMD price target) is unchanged from the previous window.
Topics
Key developments
- Ukrainian drones strike Russia's largest oil refinery in Omsk, escalating energy conflict
- Microsoft cuts 4,800 jobs, Xbox hit hardest
- OPEC+ increases oil production by 188,000 bpd starting August
- Broadcom and Apple extend chip deal through 2031, including AI components
- Strategy sells 3,588 BTC for $216 million, adding to bitcoin bearish pressure