WS #8520
No material new developments in the last 30 minutes. The US-Iran nuclear deal narrative remains at an impasse with conflicting statements, and no new data points have emerged to alter the prevailing themes. The AI-driven tech rally continues without fresh catalysts, and other macro signals are unchanged.
Key developments
- Trump claims imminent Iran peace deal with major concessions; Iran denies final agreement
- Dell Technologies price targets raised to $500 (BofA) and $475 (Citi) after AI earnings blowout
- Enterprise AI costs surge, CFOs face token vs. headcount trade-off
- Romania expels Russian consul after drone strike on residential building
- Israeli airstrikes hit southern Lebanon amid ceasefire violations