WS #9570
No genuinely new material developments have occurred in the last 30 minutes. The dominant narrative of US-Iran de-escalation remains stable, with no new data points or counter-signals emerging. All other previously reported items (ECB rate hike, SpaceX IPO, Oracle results, etc.) are unchanged and carry forward as ongoing.
Key developments
- Trump cancels planned strikes on Iran, deal signing imminent
- ECB raises rates 25bps, IMF signals further hikes needed
- UK Defence Secretary Healey resigns over spending cuts
- House rejects FISA 702 extension, intel gap risk
- SpaceX IPO demand tops $100B; NYT questions $1.77T valuation
- Oracle Q4 results and $40B financing plan weigh on software/AI cloud stocks
- NOVONIX delivers mass production sample to Panasonic Energy
- Anthropic apologizes for hidden guardrails in Claude Fable 5