WS #7842
No genuinely new material developments in the last 30 minutes. The dominant narratives from the previous synthesis (SpaceX IPO, Nvidia earnings, REIT merger talks, US-Iran de-escalation, Mexico downgrade, Fed crypto proposal, Meta layoffs) remain unchanged with no new data points, counter-signals, or de-escalation events. The window contains only routine noise and re-reporting of the same stories.
Key developments
- SpaceX files S-1 for IPO as soon as June 12 on Nasdaq under SPCX at ~$2T valuation, targeting $75B raise
- Nvidia CEO says company could grow 85%+ vs 73% consensus after Q1 beat
- Trump says US in 'final stages' with Iran, oil inches higher after plunge
- AvalonBay and Equity Residential nearing merger deal
- Fed proposes limited master accounts for crypto firms
- Meta CEO Zuckerberg warns 'success isn't a given' after laying off 10% of staff
- Palantir CEO Alex Karp files to sell ~$54M in shares, other officers also selling
- China delays talks with US over weapons package to pressure Trump