WS #10460

The dominant signal in this window is the UK political crisis: Prime Minister Keir Starmer has resigned, confirmed by multiple sources (NBC, Bluesky posts, Zeteo). This introduces significant near-term uncertainty for UK assets (GBP, FTSE 100) and could spill over into European indices. Separately, the US close saw a split tape with IBM surging +3.7% after Trump praised its CEO, while mega-cap cloud names (ORCL -5.6%, AMZN -3.9%, GOOGL -3.8%) sold off. Micron (MU) continued its rally, reaching $1,200 and triggering short liquidations. On the geopolitical front, Trump issued warnings to Iran regarding agreement compliance, while Qatar's PM discussed safeguards to prevent US-Iran escalation—this is a de-escalatory counter-signal to the prevailing Iran risk narrative. CME Group reportedly faced trading disruptions. Best Buy announced CFO departure, and Domino's Pizza fell on CEO retirement news. The previous synthesis noted no new developments; this window contains several actionable items.