WS #7914
No genuinely new material developments have emerged in the last 30 minutes. The dominant narrative from the previous window—positive after-hours earnings, ASCO data, M&A activity, and geopolitical supply concerns—remains unchanged with no counter-signals or de-escalation events.
Key developments
- IMAX exploring sale, approaches entertainment firms
- SpaceX files S-1 for IPO, whisper valuation $1.7 trillion
- IMF completes second review of Argentina, unlocks ~$1 billion
- UK tightens oil and gas tax rules, closing loophole for multinationals
- US races to create domestic rare earths supply
- Exxon Mobil nearing deal to re-enter Venezuela's oil sector
- Peloton to replace Enviri in S&P SmallCap 600
- Zentalis presents positive Phase 1b MUIR trial data at ASCO 2026