WS #9373

The dominant narrative in this window is the tentative recovery of global tech stocks after Friday's sell-off triggered by Broadcom's earnings, with US equity futures rising 0.7% and South Korea's Kospi surging 8%. However, Goldman and Barclays traders warn of further market risks after the rout. Separately, Trump stated an Iran deal could be reached in 'two or three days', a potential counter-signal to Middle East tensions. OpenAI took a first step toward going public, following Anthropic's IPO last week. On the earnings front, Titan Machinery and J.M. Smucker beat estimates, while Designer Brands missed. CECO Environmental surged 13.6% pre-market after raising guidance. The UK opened an investigation into the Paramount-Warner Bros. deal. Airbus CEO commented on regulatory burden and engine delivery constraints. France banned Israeli Finance Minister Smotrich and settler leaders. SpaceX IPO is oversubscribed with over $10 billion in orders. Databricks is in talks to raise funding at a valuation above $165B. The Bank of Japan may follow a rate hike with another as soon as October. China's imports from the EU dropped for the first time in three months. Asia LNG prices are set to jump to the highest in 3.5 years. The EU sanctions package against Russia is ongoing but not escalated in this window.