WS #9592

From 500 msgs · 5 key-dev

No material new developments in the last 30 minutes. The US-Iran deal narrative remains the dominant theme but with no new data points; the previous synthesis already captured the key details and counter-signals. No other significant market-moving events detected.

Key developments

  • Trump says US-Iran deal could be signed within days, includes 60-day ceasefire and Strait of Hormuz reopening
  • SpaceX prices IPO at $135/share, record $75B raise; Warren questions index rules
  • Lennar Q2 revenue miss, deliveries guidance trimmed; CEO cites headwinds
  • CME Group to offer 24/7 trading for smaller WTI and gold contracts
  • Large dark pool order: $1.75B in AVGO detected