WS #8213

The dominant narrative remains the escalating US-Iran peace deal prospects, with multiple high-signal developments in this window. Rubio stated a deal is possible 'maybe today,' and Iran's president ordered restoration of internet services, a confidence-building measure. Nikkei reported Iran would reopen the Strait of Hormuz within 30 days of a ceasefire deal. Polymarket trades show active betting on 'Iran agrees to unrestricted shipping through Hormuz by May 31?' and 'Strait of Hormuz traffic returns to normal by end of May?' indicating market pricing of near-term resolution. Alpaca reported global stocks rallying and oil sinking 7% on Iran deal hopes. However, Iran's state news agency denied Saudi media reports claiming Iran agreed to remove enriched uranium, labeling them psychological warfare, adding fragility. The FT warns that even with a deal, supplies will take time to normalise. The Anthropic compute commitment news (up to $25B from Amazon, $10B from Google, Broadcom partnership) is a significant positive for AI infrastructure and related tickers. The US-Iran peace deal narrative is ESCALATING, while the Anthropic AI investment is a new positive catalyst.