WS #11797
No material new developments in the last 30 minutes. The dominant signals from the previous window (SK Hynix IPO, US-Iran tensions, IEA oil supply forecast, Meta AI progress) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- SK Hynix opens 14% above IPO price in largest foreign US share sale ($26.5B)
- Trump says ceasefire with Iran is over, USS Lincoln enters Persian Gulf
- IEA projects global oil supply drop of 3.7M bpd through 2026
- Meta shares surge 15% for the week on AI model releases and custom chip progress
- EU preliminarily finds Meta's addictive design violated rules, risks fines