WS #11550
No material new developments in the last 30 minutes. The dominant narrative from the previous window (Ukraine drone strikes on Russian oil infrastructure, Saudi price cut, Fed hawkishness, tech rotation, Dell surge, AI bubble warning) remains unchanged with no new data points or counter-signals. The situation is STABLE.
Topics
Key developments
- Ukraine strikes Russia's Omsk oil refinery in deepest drone attack yet
- Saudi Arabia slashes main oil price to rare discount
- Fed's Waller says inflation risks now chief concern, rate hike on table
- Microsoft cuts 4,800 jobs, including 3,200 at Xbox, in major restructuring
- Treasury draft report warns AI market risks resemble dot-com bubble
- Dell stock jumps 8% after Trump urges Americans to buy Dell computers
- Anthropic signs 20-year AI compute lease with TeraWulf
- GFL CEO leads talks to take company private at $50/share