WS #9371
No material new developments in the last 30 minutes. The dominant narratives (Israel-Iran conflict, US-China tech tensions) remain unchanged with no new data points, counter-signals, or de-escalation signals. The previous synthesis accurately captures the current state.
Key developments
- EU proposes 21st Russia sanctions package listing 90 Russian banks, keeping oil price cap at $44.10
- GSK acquires Nuvalent for $10.6B to expand lung cancer pipeline
- Taiwan weighs tighter AI chip export controls to China; TSMC falls
- Apple's WWDC Siri AI upgrade runs on NVIDIA chips, not Apple silicon
- SpaceX IPO details: ~$135/share, $1.77T-$2T valuation, retail up to 30%
- Blackstone buying SRTS as banks rush to hedge loan risks
- Bitcoin slips below $63k; Strategy's BTC purchase fails to stir price; distribution phase warning
- Iran launches drones toward Strait of Hormuz; US shoots down four