WS #9155

The dominant theme in this window is the ongoing US-Iran war, now 100 days old, with multiple sources (Al Jazeera, GDELT, Bluesky) reporting that the conflict remains deeply unpopular among the US public, with only 16% of voters believing the US is winning. This is a political liability for Trump ahead of midterms, but no new military escalation or de-escalation is reported—the narrative is stable. Separately, Ukraine struck two Russian Tu-142 naval patrol aircraft at Taganrog, a significant loss given Russia's limited fleet of these specialized planes, which are critical for anti-submarine warfare and nuclear command roles. This development is escalating the Ukraine-Russia conflict and has implications for NATO security. On the corporate front, SpaceX IPO is reported to be over two times oversubscribed, and Fidelity slashed the minimum investment for SpaceX access from $500k to $2k, signaling strong retail demand. The Fed's Barr warned of risks from looser Wall Street bank rules, a counter-signal to deregulation hopes. AMD insider selling of $122.3M by 5 insiders despite strong earnings creates a bearish divergence signal for the stock. Apple's WWDC on Monday is expected to unveil iOS 27 and a new Siri powered by Google, a positive catalyst for AAPL. Nvidia announced RTX Spark chip to compete with Apple's MacBook Pro, a bearish signal for AAPL in the PC market. The prevailing macro narrative (strong jobs, tech selloff, elevated yields) from prior windows remains stable and unrefuted.