WS #8782
No genuinely new market-moving developments have emerged in the last 30 minutes. The dominant narratives from the previous window—stalled US-Iran talks, Ukraine-Russia escalation, and Anthropic's IPO—remain unchanged without any new data points or counter-signals. The situation is stable across all fronts.
Key developments
- Anthropic files confidential S-1 for IPO, beating OpenAI to market
- Alphabet plans to raise $80 billion for AI infrastructure, including $10B from Berkshire Hathaway
- Ukrainian drone strike halts 40% of Volgograd Oil Refinery capacity
- Oil holds gains as US-Iran peace talks stall; Washington struggles to get efforts back on track
- META drops 5.07% amid broader AI stock rally; divergence from MAG7 peers
- Massive missile and drone strike on Ukraine; large smoke pillar seen in Kyiv
- Trump reportedly calls Netanyahu 'f***ing crazy' in private conversation