WS #8517
No material new developments in the last 30 minutes. The dominant U.S.-Iran nuclear deal narrative remains unchanged with no new data points. The federal judge's block on the anti-weaponisation fund and Okta's earnings are stale. No counter-signals or de-escalation observed.
Key developments
- Trump says 'final determination' on Iran deal imminent; Iran denies deal finalized
- Dell shares surge ~30% on AI earnings beat; analysts raise targets
- Okta stock hits 52-week high, up 28%, on strong cRPO growth
- Blue Origin rocket explosion delays Amazon satellite plans
- BOE's Bailey sees 'signs of strains' in private credit; Apollo warns on redemptions
- CFTC approves first regulated Bitcoin perpetual futures in US
- Canada unexpectedly falls into technical recession
- Louisiana GOP passes congressional map eliminating majority-Black district