WS #7839

The dominant signal in this window is the SpaceX IPO filing, which continues to generate extensive coverage and analysis. Al Jazeera, Bloomberg, and multiple financial outlets are reporting on the filing, with Bloomberg noting that Musk ally Antonio Gracias stands to make billions. The filing reveals a potential $1.75 trillion valuation and details SpaceX's AI compute-as-a-service partnership with Anthropic, as highlighted by Reuters. This is a high-significance development for space, AI, and tech sectors. Separately, Nvidia's earnings beat ($81.62B revenue vs $78.9B est.) and strong guidance ($91B Q2) are positive, but the stock fell in after-hours due to growth concerns, creating a mixed signal. Jim Cramer's commentary reinforces the shift from software to semiconductors as market leaders. Oil prices remain elevated due to ongoing Ukrainian strikes on Russian oil infrastructure and an oil spill on an Iranian island. The US charged Raúl Castro, increasing pressure on Cuba, and Trump faces growing risk of losing an Iran war vote in Congress. The dominant narrative is the SpaceX IPO, which is ESCALATING as more details emerge.