WS #9389
No genuinely new developments in the last 30 minutes. The dominant signals from the previous window—EU antitrust order against Meta, oil price slide on Hormuz recovery, Israel-Lebanon strikes, and positive US housing/wholesale data—remain unchanged with no new data points or counter-signals. The narrative arc is stable: de-escalation on oil/Hormuz is countered by renewed geopolitical tensions, while the Meta regulatory headwind persists.
Key developments
- EU orders Meta to allow rival AI chatbots free access to WhatsApp; Meta to appeal
- Israeli airstrikes on southern Lebanon; Iranian state media reports military casualties
- EU proposes banning Russian soldiers from bloc in fresh sanctions package
- Apple shares slide 3% after WWDC AI reveal lacks concrete Siri AI release date
- SpaceX IPO demand from institutions exceeds available shares