WS #9624
No material new developments in the last 30 minutes. The dominant US-Iran crisis narrative remains unchanged, with no counter-signals or de-escalation. The SpaceX IPO and other prior themes continue without fresh data points.
Key developments
- Trump escalates Iran crisis, denies deal, condemns drone attack on Indian ships
- SpaceX IPO indicated to open at $174 vs $135 IPO price, drawing over $350B demand
- University of Michigan Consumer Sentiment June preliminary 48.9 vs 46.1 expected, inflation expectations drop
- Google to appeal German court ruling on AI Overview liability
- BlackRock private credit funds limit withdrawals after redemption requests exceed 5% cap
- Adobe CFO departs for Marvell; analysts cut price targets after Q2 results
- HSBC has $400M exposure to troubled UAE firm IFFCO
- Sam Bankman-Fried loses appeal, 25-year sentence upheld