WS #9586
No genuinely new developments in the last 30 minutes. The US-Iran deal narrative remains the dominant signal but with no additional confirmation or counter-signals. Adobe earnings and SpaceX IPO are unchanged from prior window. No new data points to report.
Key developments
- Trump cancels Iran strikes, claims detailed MOU reached; Kharg Island operation off the table
- Adobe beats Q2 estimates, raises FY guidance, but CFO departs; stock slides
- SpaceX prices IPO at $135/share, raising $75B, valuing company at ~$1.8T