WS #8973
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis—tech selloff, geopolitical risks, private credit stress—remain unchanged with no new data points or counter-signals.
Key developments
- Broadcom shares plunge 15% premarket as Q3 AI semi guidance misses elevated expectations
- US House passes war powers resolution to limit Trump's Iran war; oil falls 3% on Trump reluctance to escalate
- Blackstone caps withdrawals from flagship private credit fund as redemption requests surge to $4.5B
- Toro raises FY2026 guidance, beats estimates on both EPS and sales
- Bitcoin drops 7% in 24 hours to ~$62,400; MSTR faces $10B unrealized loss