WS #9676
No genuinely new material developments have emerged in the last 30 minutes. The dominant signals from the previous window—SpaceX IPO, Iran deal uncertainty, AMD insider selling, and Meta AI turmoil—remain unchanged with no new data points or counter-signals. The narrative is stable.
Key developments
- SpaceX IPO: Largest stock-market debut in history, $75B raised, $2.2T market cap
- Oil prices remain below $100 despite Hormuz blockade; U.S. military moving 7M bpd out of Persian Gulf
- AMD insider Susan Kronick reports special transactions, following Lisa Su's $57.5M sale
- Meta AI unit in turmoil: engineers describe 'soul-crushing' work, revolt brewing
- Trump's DOJ allows billionaire to buy CNN