WS #9872

The dominant signal in this window is the continued market impact of the US-Iran deal, which is now signed and being implemented. Oil prices have plunged (WTI -5.18%, Brent -4.80%), driving a broad risk-on move. European stocks gained, and Latin American airline stocks rose on lower fuel costs. The deal is also triggering a mass return of displaced Lebanese to southern Lebanon. Separately, Nvidia reportedly attracted $85B in orders for its debt offering, a significant capital markets event. Anthropic is meeting with the White House over its AI tool suspension, adding regulatory risk to the AI sector. The narrative arc is ESCALATING for the Iran deal's market effects, with implementation details emerging. The previous themes (Fox-Roku M&A, SpaceX IPO) remain stable but are not refuted; the Iran deal is the dominant catalyst.