WS #13353
No material new developments in the last 30 minutes. The market continues to digest the risk-on rally from US-Iran de-escalation, with no fresh catalysts or counter-signals emerging. The dominant narrative remains unchanged, and no new data points have surfaced to alter the outlook.
Topics
Key developments
- US-Iran de-escalation: Trump calls off strikes, oil plunges ~5%
- Amazon crosses $3 trillion market cap, tech rally broadens
- Palantir and Snap post blowout earnings, AI demand strong
- Apple falls 1.88% on supply constraints, diverges from tech rally
- 25 Democratic-led states sue Trump over latest tariffs
- AstraZeneca in talks for $300B merger with Bristol Myers Squibb
- Williams Cos to buy Momentum Midstream for up to $5.5B
- Pentagon signs missile deals with Lockheed and Northrop to triple PAC-3 and quadruple THAAD production