WS #9849
No material new developments in the last 30 minutes. The dominant US-Iran peace deal narrative remains unchanged with no new data points or counter-signals. The previous synthesis already captured the key developments, and this window contains only noise or repetition.
Key developments
- US-Iran peace deal confirmed; signing expected Friday, Strait of Hormuz to reopen
- Fox to acquire Roku in $22B cash and stock deal
- Salesforce to acquire Fin (formerly Intercom) for $3.6B
- Nvidia files to sell at least $20B in bonds across multiple tenors
- UK announces social media ban for children under 16
- Israel will not withdraw from seized territory in Lebanon, contradicting Iran deal
- SpaceX shares rise 6% on second day of trading; Oppenheimer sees 41% upside
- American Express to acquire TheFork from Tripadvisor for $700M