WS #9732
No genuinely new material developments in the last 30 minutes. The dominant US-Iran conflict narrative remains unchanged with no new data points. The Anthropic 'Fable' incident and Palo Alto insider selling are ongoing but stale. No counter-signals or de-escalation observed.
Key developments
- Iran denies imminent US deal; missile launches reported
- Qatar offered Iran immunity in exchange for gas production shutdown to spike energy prices
- US ban on Anthropic's Fable 5 boosts permissionless AI tokens
- SpaceX IPO soars 19%, Musk becomes first trillionaire
- DOJ approves $110B Paramount-Warner Bros merger
- NASDAQ 100 adds five AI/space stocks on June 22