WS #11536
No genuinely new material developments have emerged in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation to report.
Topics
Key developments
- Apple and Broadcom extend custom-chip partnership through 2031, with AI server chips expected by 2027
- Microsoft cuts 4,800 jobs, including 3,200 in Xbox, as part of major restructuring
- Ukrainian drones strike Russia's largest oil refinery in Omsk, deepest strike yet
- OPEC+ to increase August oil output by 188,000 bpd as Strait of Hormuz reopens
- US Strategic Petroleum Reserve falls to lowest since 1983, down 6.2M barrels