WS #13359

No material new developments in the last 30 minutes. The prevailing risk-on narrative (Trump-Iran de-escalation, record Dow, oil decline) remains intact with no new counter-signals or corroborating data points. The Iran denial and 25-state tariff lawsuit were already captured in the previous synthesis and have not evolved. Earnings beats from Palantir, Snap, and Onsemi were also previously reported. Markets are likely to continue on the current trajectory absent fresh catalysts.