WS #9884
No genuinely new material developments in the last 30 minutes. The dominant narrative remains the US-Iran peace framework driving risk-on rally, with oil at $83/bbl, VIX below 16, and Nasdaq up 3%. No counter-signals or non-dominant-narrative developments observed.
Key developments
- US-Iran MOU signed electronically, oil prices tumble 4-5%, risk-on rally broadens
- US Air Force B-52 bomber crashes at Edwards AFB
- SpaceX shares jump in second day of trading, market cap nears $2.5T
- Nvidia plans $20 billion debt sale, first since AI boom
- PGIM flips Fed view, sees three rate hikes this year
- AMD acquires MEXT for AI memory optimization, stock rallies