WS #9329
No genuinely new material developments detected in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation updates that would alter the prevailing narrative.
Key developments
- Nvidia CEO Jensen Huang declines Senate testimony on AI and China exports
- Applied Digital signs 210 MW AI data center lease with hyperscaler
- AstraZeneca obesity pill achieves 10.5% weight loss in Phase 2 trial
- Israel strikes strategic defense systems in Iran; Trump warns Netanyahu against major strikes
- Apple stock falls ~5% after WWDC Siri AI update underwhelms
- Large dark pool order of 1.19M shares in META detected
- Iran signals openness to US negotiations conditioned on policy changes