WS #9023
No genuinely new developments in the last 30 minutes. The US-Iran diplomatic track remains the dominant signal with no new data points. Nvidia's Senate testimony and Alphabet's capital raise are unchanged. Lululemon's after-hours drop persists. Narrative arc: STABLE on all fronts.
Key developments
- Trump says he would be 'honored' to meet Iran's supreme leader if deal reached
- Senator Warren invites Nvidia CEO Jensen Huang to Senate hearing on China AI chip sales
- Alphabet raises $38B including $10B from Berkshire Hathaway
- SpaceX sets IPO price at $135/share, will not move
- American Tower terminates DISH Wireless tower agreement, pursues litigation