WS #9572
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran de-escalation, with no new data points or counter-signals. The naval blockade persists, but no further updates on the deal signing. Other items (Muddy Waters on ENSG, Robinhood, Quantinuum, Extreme Networks, Cisco vulnerability, SpaceX IPO) are unchanged from the previous window.
Key developments
- Trump cancels planned Iran strikes, signals imminent deal; S&P 500 surges, oil drops
- Muddy Waters Research issues report on Ensign Group (ENSG), shares spike lower
- Cisco zero-day vulnerability actively exploited in Catalyst SD-WAN Manager; no patch
- Robinhood (HOOD) trending higher after Needham price target raise
- Quantinuum (QNT) stock surging on Thursday