WS #9977
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran peace deal (de-escalating) and its market implications, with no new counter-signals or non-dominant-narrative developments to report.
Key developments
- Ukrainian drone strike hits Moscow's largest oil refinery
- Nvidia upsizes bond sale to $25B on $85B+ orders
- Fox acquires Roku for $22B
- White House Iran deal talking points disputed; CIA doubts emerge
- Trump's AI export strategy conflicts with export controls