WS #8544
No material new developments in the last 30 minutes. The dominant narratives from the previous window (band withdrawals from America 250, Trump IRS lawsuit, SpaceX contracts, Dell earnings, Meta board vote, Strait of Hormuz stability, TLT dark pool trade, CFTC crypto guidance) remain unchanged with no new data points or counter-signals. The window is dominated by noise.
Key developments
- Federal judge reopens Trump's $10B IRS lawsuit, demands response by June 12
- SpaceX awarded $4.16B Golden Dome satellite contract by Pentagon
- Dell surges 32.8% on Q1 beat, confirming enterprise AI spending boom
- CFTC issues no-action position for Coinbase on crypto perpetual futures
- Dark pool alert: $153M block trade in TLT (long-dated Treasuries)
- US Navy warns ships in Strait of Hormuz of imminent major military operations