WS #9288

The dominant narrative remains the Israel-Iran conflict, but this window shows clear de-escalation signals. Multiple sources report that Israel has paused strikes on Iran following a request from Trump, and Iran's foreign ministry says it has ceased strikes against Israel while warning of resumption if Israel continues operations in Lebanon. Trump posted on Truth Social calling for an immediate ceasefire. This de-escalation is a counter-signal to the prevailing bearish war-risk thesis. Separately, Amazon announced a multibillion-dollar deal with Corning for optical fiber to power AI data centers, creating 1,000 jobs. Corning stock surged ~10% premarket. This is a high-significance positive for GLW and AMZN, reinforcing the AI infrastructure buildout theme. Oil prices trimmed gains on the Iran de-escalation news. The UK is reportedly planning a crackdown on harmful social media for under-16s, putting META, GOOGL, and SNAP in focus. This is a regulatory headwind for these stocks. The previous situational awareness noted no new developments; this window introduces material de-escalation and a major corporate deal.