WS #10642
No genuinely new material developments in the last 30 minutes. The dominant signals from the previous window (Micron earnings, OpenAI/Broadcom chip, Venezuela earthquake, oil price drop, Bitcoin slide, Fed stress tests) remain unchanged with no new data points, counter-signals, or de-escalation events. The narrative is STABLE with no escalation or new cross-source corroboration.
Topics
Key developments
- Micron FQ3 gross margin hits 84.9%, revenue $41.46B, net income $28.24B
- OpenAI and Broadcom announce custom LLM inference chip Jalapeño
- Bitcoin drops toward $60,000 as AI trade draws interest away from crypto
- Venezuela 7.1 earthquake triggers tsunami warnings for Puerto Rico and US Virgin Islands