WS #7666
No material new developments in the last 30 minutes. The dominant narrative remains the de-escalation of US-Iran tensions and the SEC crypto exemption, both already covered. No counter-signals or new data points to report.
Key developments
- Trump pauses planned Iran strike after Gulf intervention, de-escalating oil supply risk
- SEC expected to release innovation exemption for tokenized stocks as soon as this week
- Agilysys (AGYS) surges 14% after-hours on Q4 earnings beat and strong FY27 guidance
- Cerebras (CBRS) climbs 6% on fast-track S&P index inclusion
- Three killed in shooting at San Diego Islamic Center; no further threat