WS #12132
No genuinely new developments in the last 30 minutes. The previous synthesis remains current with no material changes or counter-signals to report.
Topics
Key developments
- US airstrikes on Hengam Island, Iran; Iran refuses negotiations
- Anthropic plans IPO investor meetings in coming weeks
- Apple Intelligence approved in China, AAPL hits 52-week high
- EU envoys fail to agree on 21st Russia sanctions package, oil price cap unchanged
- Fed Chair Warsh: AI investment surge notable, earnings broadening
- ASML plans price increases for chipmaking equipment despite TSMC resistance
- Corning signs multibillion-dollar fiber deal with Amazon for AI data centers
- Money rotating out of semiconductors into Mag 7; NVDA and GOOG down, META and AAPL up