WS #8798
No material new developments in the last 30 minutes. The Ukraine-Russia conflict remains escalated with no new reports of de-escalation or counter-signals. Bitcoin and TSLA narratives are unchanged. AI infrastructure news is stable. No new data points warrant updating the previous synthesis.
Key developments
- Russia launches massive overnight strike on Ukraine with 656 drones and 73 missiles, including 8 Zircon hypersonic missiles
- CENTCOM intercepts Iranian ballistic missiles aimed at US forces in Kuwait
- Spot bitcoin ETFs extend negative streak with $2.4B monthly outflows in May
- Chinese military-linked labs seek Nvidia AI chips
- Jensen Huang introduces Marvell as 'next trillion dollar company' at Computex; MRVL up 16% overnight