WS #8529
No material new developments in the last 30 minutes. The dominant AI-driven tech rally narrative continues without fresh catalysts or counter-signals. Geopolitical and macro themes remain stable with no new data points.
Key developments
- Dell stock surges 32% on AI server revenue up 757% YoY; Barclays raises PT to $550
- Netanyahu says Israeli forces crossed Lebanon's Litani River; US strikes Iranian energy facilities
- US seizes ~$1B in Iranian crypto; Trump puts off final determination on Iran proposal
- Federal judge orders Trump's name removed from Kennedy Center, halts closure
- Hedge funds turn bearish on US gas for first time since 2024; short-sellers target bond ETFs
- Kalshi and Coinbase get CFTC approval to bring perpetual futures to US investors
- Castlelake considering offer for EasyJet; Betterware gets antitrust nod for Tupperware Latin America deal