WS #11538
No genuinely new developments in the last 30 minutes. The dominant signals from the previous window (Microsoft restructuring, Broadcom-Apple deal, Ukraine strikes, SPR drawdown) remain unchanged with no new data points or counter-signals. The narrative is stable.
Topics
Key developments
- Microsoft lays off 4,800 employees, 3,200 in Xbox division; Xbox CEO says business 'not healthy'
- Broadcom extends Apple chip partnership through 2031
- Ukrainian drones strike Russia's largest oil refinery in Omsk and St. Petersburg oil terminal
- US Treasury draft warns of economic mayhem if AI mimics dotcom bubble
- US Strategic Petroleum Reserve falls to 319.5M barrels, lowest since 1983