WS #11609
No material new developments in the last 30 minutes. The dominant signals from the previous window—Strait of Hormuz escalation, Microsoft's in-house AI pivot, Samsung/DeepSeek pressure on semiconductors, rising inflation expectations, Vera Therapeutics FDA approval, and US-Turkey sanctions lift—remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Iran strikes three tankers in Strait of Hormuz, including Qatari LNG carrier
- Samsung profit beat fails to impress, DeepSeek developing own AI chips
- Microsoft cuts 4,800 jobs, restructures Xbox, shifts to in-house AI
- Trump to lift Syria sanctions, considers F-35 sale to Turkey
- Vera Therapeutics wins FDA approval for Trutakna kidney disease therapy