WS #7990
No genuinely new market-moving developments have emerged in the last 30 minutes. The dominant themes from the previous window—Abrego Garcia dismissal, Anthropic funding, Fed hawkishness, and market strength—remain unchanged with no new data points or counter-signals. The narrative is stable.
Key developments
- Anthropic set to close $30B funding at over $900B valuation with revenue run rate exceeding $50B
- Kevin Warsh takes oath as Fed Chair; Dow rises nearly 300 points to record close; S&P 500 extends winning streak to eight weeks
- Lantheus Holdings evaluating potential $7 billion sale after offer from Curium
- Trump considers major military operation against Iran amid stalled negotiations; U.S. oil rigs jump by 10
- NANO Nuclear eyes AI infrastructure role with SMCI, using microreactors for data center power
- FDA approves Gilead's Hepcludex as first HDV treatment in US
- Mission Produce and Calavo Growers merger obtains Mexican antitrust clearance; closing expected May 28
- BlackSky Technology files for $250M at-the-market common stock offering