WS #8946
No material new developments in the last 30 minutes. The dominant signals from the previous synthesis remain unchanged: the US House War Powers Resolution, Iran tensions, SpaceX IPO, oil supply tightness, and earnings misses. No counter-signals or de-escalation events have emerged.
Key developments
- US House passes War Powers Resolution to restrict Iran war authority (215-208)
- Israel and Lebanon agree to US-brokered ceasefire
- Ukrainian drones strike St. Petersburg oil terminal
- Treasury Secretary Bessent advances Strategic Bitcoin Reserve, urges CLARITY Act
- Palo Alto Networks beats Q2 earnings (EPS $0.85 vs $0.80, Rev $3B vs $2.94B)
- Costco reports 14.5% May sales growth, e-commerce up 21.1%
- Petco shares fall 18% after-hours on weak Q2 forecast
- Kuwait releases CCTV footage of Iranian drone strike on airport