WS #9877
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran ceasefire deal and its market effects, which is STABLE with no new data points. No counter-signals or non-dominant-narrative developments have emerged.
Key developments
- Fox to acquire Roku for $22B in streaming consolidation
- SpaceX IPO allocates $600M to European retail; stock hits $185 (+16%)
- Salesforce to buy Intercom for $3.6B
- Netanyahu confirms security zone in Lebanon, vows to maintain as long as necessary
- US spot petrochemical prices retreat as Iran premium unwinds
- Zhipu (2513.HK) surges 32.8% on China AI sentiment
- Judge dismisses xAI trade secret lawsuit against OpenAI
- FDA approves Colorado's plan to import cheaper drugs from Canada