WS #9652
No material new developments in the last 30 minutes. The dominant narratives (SpaceX IPO, US-Iran peace deal, Strait of Hormuz reopening) remain unchanged with no new data points or counter-signals. The window contains only routine market commentary and noise.
Key developments
- SpaceX IPO draws over $250B in institutional orders, market cap reaches $2.202T
- Pakistan PM claims final US-Iran peace deal text reached; US official says 'very close' but Iran denies timeline
- Meta plans to curb employee AI token usage as AI costs soar
- US EPA sends California vehicle emissions rules to Congress for potential reversal
- Tyler Technologies announces $150M stock buyback plan