WS #9187
No material new developments in the last 30 minutes. The SpaceX IPO and Google-SpaceX deal narratives remain unchanged from the previous window. No counter-signals or de-escalation events detected.
Key developments
- SpaceX plans record $75B IPO at $135/share on June 12
- Google signs $920M/month deal with SpaceX for AI compute capacity
- Iran warns US over Strait of Hormuz closure; no new escalation signals
- Bitcoin under pressure: 15% weekly drop, Strategy selling holdings
- Bouygues-led consortium signs $23.44B deal to buy SFR from Altice France