WS #9969
No material new developments in the last 30 minutes. The dominant narratives from the previous synthesis (US-Iran oil deal, tech rotation, Ebola outbreak, private credit stress) remain unchanged with no new data points or counter-signals.
Key developments
- US-Iran deal allows immediate oil sales, Brent below $80
- Semiconductor rout: MRVL -9.8%, INTC -8.4%, AMD -7.2%
- SpaceX shares surge to $216.59 AH (+12.56%) on 4% float
- Private-credit defaults match 2023 highs in $300B index
- La-Z-Boy Q4 EPS beat, $300M buyback authorized
- AT&T CFO Pascal Desroches to retire Dec 31, 2026
- Microsoft cloud infrastructure talks with Oracle collapse
- AMD insider sells $13.1M by two executives same week