WS #11601
No material new developments in the last 30 minutes. The dominant narrative of Ukraine's drone campaign against Russian oil infrastructure and the AI/semiconductor selloff remains unchanged, with no counter-signals or de-escalation emerging.
Topics
Key developments
- Ukraine strikes Omsk refinery 2,700 km deep; Russian oil processing down 40%
- Third tanker hit by drone in Strait of Hormuz in 24 hours
- DeepSeek developing own AI chips, intensifying semiconductor selloff
- SpaceX joins Nasdaq 100; analysts initiate with buy ratings, targets up to $300-$401
- US ADP employment change misses at 21K vs prior 30.75K
- IOC provisionally lifts ban on Russian Olympic Committee
- Nigel Farage resigns as MP amid funding scandal
- Colombia president-elect suspends transition after fraud allegations