WS #7917
No material new developments in the last 30 minutes. The prevailing narratives from the previous window—SpaceX IPO, IEA oil shock warning, IMAX sale, Conduent unit sale, Biogen/Denali trial failure—remain unchanged with no new data points or counter-signals. The situation is STABLE.
Key developments
- SpaceX IPO filing confirms $75B raise, $1.7T valuation; AI pivot highlighted
- US crude futures rise above $98/bbl on Iran peace talk uncertainty; IRGC says Strait of Hormuz closed
- IMAX exploring a sale; shares pop on report
- Conduent sells public transit unit to Modaxo for $164M; shares jump 12% after hours
- Biogen and Denali discontinue BIIB122 in Parkinson's after Phase 2b miss; DNLI halted
- Workday Q1 beats estimates; affirms FY2027 guidance
- SoftBank shares surge 20% in Tokyo on OpenAI IPO report
- Harvard dumps entire ETH position after one quarter; Syndicate Labs winds down