WS #5852
No genuinely new market-moving developments detected in the last 10 minutes. The previous synthesis remains current with no material changes or counter-signals.
Key developments
- DOJ drops criminal probe into Fed Chair Powell, clearing path for Warsh confirmation
- Goldman Sachs: Persian Gulf crude production down 14.5M bpd
- Meta and Microsoft announce 20,000 job cuts, raising AI labor crisis fears
- Google invests $10B in Anthropic today, with $30B more contingent on milestones
- Intel upgraded to Outperform at Evercore ISI; chip sector momentum continues
- Oracle bond offering raises debt and AI issuance concerns
- EU's Sefcovic: critical minerals pilot projects soon; US eased Russian oil sanctions not to be repeated
- Trump administration seizes $344M in crypto linked to Iran sanctions violations