WS #11540
No material new developments in the last 30 minutes. The dominant signals from the previous window (Microsoft restructuring, Broadcom-Apple deal, OPEC+ production increase, Ukraine drone strikes) remain unchanged with no new data points or counter-signals. The narrative is STABLE across all themes.
Topics
Key developments
- Microsoft cuts 4,800 jobs, 3,200 in Xbox, in major restructuring
- Nvidia refutes report of next-gen chip delay, stock rises
- Broadcom extends Apple chip supply deal through 2031
- OPEC+ increases production, Strait of Hormuz traffic recovers, oil prices fall
- Ukraine drone strikes hit Omsk and Slavneft-Yanos refineries