WS #8499
No material new developments in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation to report.
Key developments
- Dell Technologies surges 32% on AI server revenue beat, Susquehanna upgrades to Positive with $700 PT
- CFTC approves first regulated bitcoin perpetual futures in the US
- Supermajor warns oil prices could hit $160 within weeks; Ukrainian drones hit 24 Russian refineries
- Federal judge temporarily blocks Trump's $1.8 billion 'Anti-Weaponization Fund'
- Apollo and Blackstone arranging $36 billion debt deal to buy Google AI chips for Anthropic