WS #8306
No material new developments in the last 30 minutes. The dominant US-Iran narrative remains stable with no escalation or de-escalation. No counter-signals or non-dominant-narrative developments have emerged. All previously reported items (BP ouster, FTSE rule change, IREN deal, Micron milestone, Zscaler guidance, Volvo authorization) remain unchanged and are not refuted.
Key developments
- BP ousts chairman Albert Manifold over governance concerns
- FTSE Russell rule change to speed inclusion of newly listed large-cap companies, benefiting SpaceX IPO
- IREN announces $1.6B Dell deal for Blackwell systems
- Micron Technology hits $1 trillion market cap on AI demand
- Zscaler tumbles 19% after weak revenue guidance
- Volvo receives special authorization to avoid US ban on connected vehicles tied to China