WS #9640
No genuinely new material developments in the last 30 minutes. The US-Iran peace deal narrative remains the dominant signal but has not escalated further with new data points. No counter-signals or non-dominant-narrative developments emerged. The SpaceX IPO and Texas shooting are unchanged from prior coverage.
Key developments
- Pakistan PM says final agreed text of US-Iran peace deal reached; Iran FM says deal never closer
- SpaceX IPO opens above $2T market cap; Elon Musk becomes world's first trillionaire
- University of Michigan sentiment beats expectations at 48.9 vs 46 forecast
- Goldman Sachs maintains Sell on Adobe, lowers price target to $190
- Citigroup upgrades AMD to Buy, raises price target to $575