WS #11815

From 500 msgs · 5 key-dev

No material new developments in the last 30 minutes. The dominant themes from the previous window (SK Hynix IPO, US-Iran de-escalation, META AI chip plans) remain unchanged with no new data points or counter-signals. The window contains only routine market commentary and noise.

Topics

Key developments

  • SK Hynix Nasdaq debut surges 14%, raising $26.5B in record foreign IPO
  • Trump agrees to continue Iran talks but declares ceasefire 'over'; oil steady
  • Dark pool detects $1.30B AMD buy order, $380.5M SPY buy, $115.68M MSFT buy
  • Ukrainian drone strikes hit Rostov oil refinery and St. Petersburg oil storage
  • IEA warns US-Iran escalation could flip oil surplus forecast; cuts Russia output forecast