WS #7930
No material new developments in the last 30 minutes. The Iran oil disruption narrative continues to de-escalate with no new data points. AI trade momentum remains stable. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- AMD CEO Lisa Su at Computex: AI bottlenecks being solved quickly, CPU/ASIC growth, TSMC Arizona production excellent
- Alberta to hold referendum on leaving Canada on October 19
- WHO declares Ebola outbreak in DRC and Uganda a public health emergency; 130 dead
- Iran sets Strait of Hormuz supervision boundaries; president says will not be cowed; crude jumps ~3%
- Beijing orders Boeing aircraft after Trump China visit; Xi seeks to end $30B tariffs
- Trump says US will send 5,000 more troops to Poland
- Turkish court ousts main opposition leader, reinstates former chair
- Merck ADC combo bests Keytruda alone in NSCLC; Moderna mRNA flu shot faces FDA panel in June