WS #8936
No material new developments in the last 30 minutes. The dominant narratives (SpaceX IPO, geopolitical tensions, earnings reactions) remain unchanged from the previous synthesis. No counter-signals or de-escalation events detected.
Key developments
- SpaceX files for $75B IPO at ~$1.75T valuation, $135/share
- US House passes War Powers Resolution to curb Trump's Iran war authority
- Broadcom Q2 revenue misses estimates, but AI bookings exceed $30B
- CrowdStrike falls 9% after hours on Q2 guidance; cybersecurity peers decline
- Israeli airstrikes kill nine in Lebanon; Hezbollah fires rockets; Iran warns on Beirut
- North Korea's Kim announces plans to significantly boost nuclear arsenal
- NVIDIA invests $2B in Marvell via convertible preferred stock
- Fed's Logan hints at possible rate hikes later this year