WS #10770
No material new developments in the last 30 minutes. The dominant signals from the previous window (US-Iran tensions, Kashkari hawkish pivot, ON Semiconductor plunge, Boeing contracts, AAPL dark pool order) remain unchanged with no new data points or counter-signals. The narrative is STABLE with no escalation or de-escalation.
Topics
Key developments
- Trump says Iran violated ceasefire by firing drones at ships in Strait of Hormuz
- Minneapolis Fed's Kashkari pivots to expecting a rate hike this year
- ON Semiconductor (ON) tanks 20% on Synaptics acquisition announcement
- Boeing (BA) secures $3.62B freighter order from China Southern and $2B Space Force contract
- Large dark pool order for AAPL ($384.99M) suggests institutional accumulation