WS #7903

The dominant signal in this window is the escalating progress toward a US-Iran agreement, with multiple sources corroborating that a final draft has been reached and an announcement is expected within hours. This has directly caused oil prices to fall (Brent crude down 2.34% to $102.6, WTI down ~2%) and US Treasuries to erase earlier losses. The narrative is ESCALATING positively toward a resolution. Separately, Ukrainian drone strikes on Russian oil refineries continue, with the Syzran refinery hit, adding supply-side pressure that is partially offset by the Iran deal hopes. In corporate news, SpaceX has filed for a Nasdaq IPO, boosting Destiny Tech100 (DXYZ) shares. ExxonMobil is in talks to develop six oil fields in Venezuela, a potential long-term supply addition. Nvidia's CEO reiterated that AI demand has 'gone parabolic,' supporting the AI trade. The Senate is reportedly going home until June without passing the reconciliation bill, a negative for fiscal stimulus expectations. Meta settled a school district lawsuit over teen mental health, removing a near-term legal overhang. The previous high-significance development of the US-Iran deal progress is carried forward as it has been corroborated and advanced.