WS #11758
No material new developments in the last 30 minutes. The prevailing narrative of a tech-led rally resilient to geopolitical noise, with oil retreating as a counter-signal to Iran escalation, remains unchanged. No new data points, counter-signals, or MAG7 divergences observed.
Topics
Key developments
- US strikes on Iran resume after Trump declares ceasefire 'over'; oil prices pull back as Hormuz traffic continues
- Micron announces $250B US investment plan through 2035; SK Hynix ADR priced at $149
- Apple signs $30B chip deal with Broadcom for US-based production
- Meta's AI infrastructure expansion to 14GW by 2027 and custom-chip milestone ease spending fears
- Coinbase Chief Legal Officer Paul Grewal steps down; SEC eyes July crypto rule proposal
- Trump invokes Section 232 on aerospace imports to prompt trade negotiations
- CFTC blocks CME's proposal to launch 24/7 oil futures trading
- European Parliament backs talks on digital euro proposal