WS #7023

The dominant signal in this window is the escalating US-Iran conflict narrative, with Trump calling Iran's response to a peace plan 'totally unacceptable' and the ceasefire fraying. This is corroborated by multiple sources (Guardian, Bloomberg, Al Jazeera, Polymarket trades) and is driving oil price expectations higher. The narrative is ESCALATING. Separately, Intel (INTC) is rising on a collaboration report with SK Hynix on 2.5D packaging, and Beazer Homes (BZH) is surging on a buyout proposal. Crypto funds saw $858M inflows on CLARITY Act optimism. No counter-signals to the US-Iran escalation are present in this window.