WS #9093
No material new developments in the last 30 minutes. The dominant narratives from the previous window (META dilution, macro hawkish repricing, geopolitical tensions) remain unchanged with no new data points or counter-signals. The situation is STABLE across all tracked themes.
Key developments
- Meta shares extend losses to -7% on FT report of potential stock offering for AI capex
- US May payrolls +172K vs +85K expected, dampening Fed rate cut hopes; QQQ -3.4%, SPY -0.95%
- Bitcoin extends six-day losing streak, down 18% from peak; capital rotating to AI stocks
- SpaceX files S-1 amendment disclosing $920M/month GPU deal with Google; IPO 2x oversubscribed
- Drone strike at Oman's Mina al-Fahal oil terminal halts cargo operations
- Trump administration discussing possible government stake in OpenAI
- Gold erases year-to-date gains as strong jobs data fuels rate hike bets