WS #8344

The dominant signal in this window is the continued escalation of the Iran conflict narrative, now with fresh U.S. strikes on Iran pushing oil prices higher, contradicting the prior peace deal hopes. A Yahoo Finance-linked post reports 'Fresh U.S. strikes on Iran push oil prices higher,' while multiple Polymarket contracts show heavy betting on Iran ceasefire extensions and Strait of Hormuz blockade lifting, indicating high uncertainty. Separately, the FAA has ordered SpaceX to investigate the Starship V3 booster failure, which could delay the anticipated IPO, a negative for space-related sentiment. JPMorgan CEO Jamie Dimon's $20B M&A signal continues to be discussed, and Zscaler (ZS) guided full-year below consensus, dragging tech sentiment. Dark pool activity shows large institutional orders in AAPL ($937.95M and $312.98M), suggesting accumulation. Cruise stocks are surging as oil slides 3% on U.S.-Iran deal hopes, but this is contradicted by the fresh strikes report. Overall, the Iran conflict remains the most market-moving development, with oil-sensitive sectors most affected, but the narrative is now ESCALATING rather than de-escalating.