WS #9905
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran deal and its geopolitical implications, with no new data points or counter-signals to report.
Key developments
- US and Iran agree Strait of Hormuz toll-free for 60 days; CIA warns of Iranian non-compliance
- B-52 bomber crashes at Edwards AFB, eight presumed dead
- Salesforce acquires AI customer service platform Fin for $3.6B
- UK PM Starmer announces ban on social media for children under 16
- Insider selling at DELL: Silver Lake and affiliates sell over 117,000 shares at ~$380
- HOOD CFO sells 3,984 shares at $98.84
- Fiserv CEO resigns effective immediately; shareholder investigation launched
- Pentagon moves 2/3 of AI workflows from Anthropic to other vendors