WS #8925
No material new developments in the last 30 minutes. The Israel-Lebanon conflict remains escalated with no new reported incidents, oil prices stable, and no new corporate or macro data. The previous synthesis covers all active signals.
Key developments
- Israeli strikes kill nine in Lebanon, reaching Beirut outskirts; Hezbollah fires rockets; Iran threatens decisive response
- Ukrainian drones strike St. Petersburg oil terminal during Putin's economic forum
- Texas Instruments Q1 revenue up 19% YoY, announces $7.5B Silicon Labs acquisition
- Morgan Stanley raises Micron price target to $1050 from $520, citing strong memory demand
- Ray Dalio sounds AI bubble alarm; DoubleLine's Cohen says AI bubble coming to credit markets
- Anthropic picks Morgan Stanley and Goldman Sachs to lead its IPO
- SpaceX IPO set at $135/share with $1.75T valuation; Texas county approves tax abatement for TeraFab
- Partners Group gates fund after redemption requests exceed 5% of NAV, shares tumble 17%