WS #12288
No material new developments in the last 30 minutes. The dominant narratives (tech selloff, US-Iran conflict, earthquake) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Meta in talks to lease computing power to Anthropic in potential $10B deal
- US deploys additional refueling planes to Israel, considers strikes on Iran
- Oil surges 2.7-3.1% on Hormuz disruption fears
- Tech rout deepens on Chinese AI shock; Cadence & Synopsys slide
- US housing starts surge to 1.427M vs 1.31M forecast; consumer sentiment beats