WS #7361
No material new developments in the last 30 minutes. The dominant themes remain unchanged: Iran conflict de-escalation, Fed hawkishness, and MAG7-specific signals. No new counter-signals or non-dominant-narrative developments detected.
Key developments
- China agrees in joint US statement: Iran must not develop nukes, open Strait of Hormuz, no Chinese military aid
- Supreme Court preserves telehealth access to mifepristone nationwide
- Cerebras shares surge 68% in Nasdaq debut, Cramer warns valuation 'fanciful'
- Tigress Financial raises Apple price target to $375, maintains Strong Buy
- Gemini surges 17% after hours on $100M Winklevoss Capital investment and narrower loss