WS #8296
No material new developments in the last 30 minutes. The dominant narrative remains the Israel-Lebanon conflict (ESCALATING) and the carry-forward positives (Micron surge, SpaceX-Tesla merger speculation). No counter-signals or non-dominant-narrative developments observed.
Key developments
- Israeli airstrikes kill 31 civilians in southern Lebanon; conflict escalates
- SpaceX-Tesla merger speculation reignited; SpaceX wins $2B Space Force contract
- Micron (MU) bulls score $1.43B profit on $400 calls; stock surged 19.3% to $1T market cap
- IREN signs $1.6B deal with Dell for AI cloud services; ARR seen rising to $4.4B
- BP removes chairman over bullying concerns; shares drop 5%
- Trump says CFTC should maintain exclusive authority over prediction markets
- North Korea tests AI-guided cruise missile; Kim pushes autonomous weapons
- Lululemon nears deal to settle proxy fight with founder Chip Wilson