WS #11564

The previous window's dominant narrative—tech rally driven by AI memory demand and geopolitical oil disruption—remains largely intact with no new material developments in the last 30 minutes. Samsung's earnings beat and Ukraine's drone campaign continue as ongoing themes, but no fresh data points or counter-signals have emerged to alter the prevailing thesis. The MSFT restructuring and ECB inflation warnings are unchanged. The only notable absence is any new information on the Graham Platner allegations or Canada-TKMS deal, which remain politically relevant but without market-moving updates.