WS #8274
No material new developments detected in the last 30 minutes. The dominant narrative from the previous window (Micron crossing $1T market cap, Iran internet restoration, Strait of Hormuz escorts, Dallas Fed data) remains unchanged with no new corroborating or contradictory signals. The situation is stable with no escalation or de-escalation on any tracked theme.
Key developments
- Micron Technology hits $1 trillion market cap for the first time, shares up 18%
- Internet access partially restored in Iran after three-month blackout
- US Navy resumes escorting ships through Strait of Hormuz under 'Project Freedom'
- Dallas Fed Manufacturing Index improves to 0.4 in May from -2.3 prior
- ByteDance to procure millions of Qualcomm AI chips