WS #9590
No material new developments in the last 30 minutes. The US-Iran deal narrative remains the dominant theme with no new data points or counter-signals. SpaceX IPO and Lennar earnings are unchanged from previous synthesis.
Key developments
- Trump says Iran deal could come 'maybe this weekend', calls off strikes
- SpaceX IPO priced at $135/share, raising $75B
- Lennar Q2 EPS beats but revenue misses; new orders down 4%
- S&P Global Ratings upgrades Nvidia to AA on explosive AI demand
- Military strikes on water facilities in Iran may constitute war crime