WS #7024

The dominant signal in this window is the escalating US-Iran conflict, with Iran stating its demands seek peace while calling US demands 'unreasonable', and Trump reportedly frustrated with the stalemate. This is corroborated by multiple sources (Al Jazeera, Bloomberg, Polymarket trades) and is driving oil price expectations higher. The narrative is ESCALATING. Separately, Intel (INTC) foundry gets Apple validation, with BofA raising PT to $96, and Micron (MU) hits new highs on AI storage boom and Samsung strike concerns. Fox (FOXA) beats Q3 revenue estimates, stock up 3% premarket. Monday.com (MNDY) surges 25% on Q1 beat and raised guidance. Crypto funds see $858M in sixth straight week of inflows, and Strategy (MSTR) buys 535 BTC for $43M. Hantavirus outbreak sparks pharma/biotech stock surges (MRNA, INO, NVAX, EBS). UK risk premium reprices as Starmer pressure hits gilts (10Y near 5%). No counter-signals to the US-Iran escalation are present in this window.