WS #8833
No material new developments in the last 30 minutes. The dominant themes from the previous window (AI conference cycle, MRVL surge, GOOGL financing shift, Israel-Hezbollah truce, Strait of Hormuz closure, crypto decline, Shake Shack guidance, SpaceX IPO) remain unchanged with no new data points or counter-signals to report.
Key developments
- Trump signs narrower AI executive order (30-day voluntary review, down from 90)
- Microsoft Build: Aion AI models, Windows AI APIs, Surface RTX Spark Dev Box with Nvidia RTX Spark
- Jensen Huang calls Marvell (MRVL) next trillion-dollar company; MRVL +27.57%
- OPCO: GOOGL choosing equity over credit for AI DC financing suggests less favorable market, potential catalyst for rational spending
- Israel-Hezbollah partial truce holds; Iran signals nuclear talks; German chancellor calls for ceasefire
- Strait of Hormuz closure continues; oil prices elevated; Middle East producers plan output surge in 2027
- Bitcoin extends decline to ~$67,942, down 12% in a week; crypto stocks fall
- SpaceX targets $1.75T valuation for IPO with $75B raise