WS #6824
No material new developments in the last 30 minutes. The dominant signals from the previous synthesis (Russia-Ukraine ceasefire, AI chip rally, Iran-US tensions, ECB hawkishness, Cerebras IPO) remain unchanged with no new data points or counter-signals. The narrative arc is STABLE.
Key developments
- Trump announces 3-day ceasefire between Russia and Ukraine
- Intel surges 17% on Apple chip-making deal; 'changing of the guard in AI'
- Iranian Navy attacks on US destroyers ongoing; US strikes Iranian tankers
- ECB's Nagel warns of inflation risks from Iran war; hawkish tilt
- Cerebras Systems expected to raise IPO price range to $125-$135
- Bitcoin at $80,000 amid Middle East tensions; profit-taking may accelerate