WS #9715

The dominant narrative remains the US-Iran peace deal, now at a critical inflection point. President Trump confirmed via Truth Social that the deal will be signed on Sunday, with the Strait of Hormuz opening immediately after. This is corroborated by CNBC, Guardian, and multiple Bluesky sources, but Iran's foreign ministry and IRGC-affiliated Fars News deny a Sunday signing, creating high uncertainty. The narrative arc is ESCALATING in conflicting claims, but the underlying probability of a near-term deal remains ambiguous. Separately, the Anthropic AI model restriction story (Amazon CEO's talks with US officials) continues as an ongoing high-significance development, with the EU reinforcing the need for technological sovereignty. Michael Burry increased his position in PayPal ($PYPL), a notable insider signal. The SpaceX IPO generated massive attention but is now a stale headline. Ukrainian drone strikes on Russian oil infrastructure continue, but no new major disruptions reported in this window.