WS #10031
No material new developments in the last 30 minutes. The dominant US-Iran deal narrative remains stable with no new corroborating or contradicting data. Other previously noted signals (pending home sales, QQQ dark pool, AVGO whale flow) are unchanged. No counter-signals or de-escalation events detected.
Key developments
- Trump confirms US-Iran deal reached; MOU to be signed within 60 days
- US pending home sales surge 3.8% MoM in May, far above 0.9% estimate
- Dark pool detects $999M QQQ institutional buy order
- Broadcom jumps 6% as JPMorgan dismisses Google TPU delay rumors, projects AI revenue growth through 2031
- IEA sees oil surplus in 2027 after Hormuz reopening
- Trump directs Jay Clayton not to appear at DNI confirmation hearing; hearing postponed
- Hezbollah drone strike wounds 5 Israeli soldiers in southern Lebanon