WS #9626
No genuinely new material developments detected in the last 30 minutes. The dominant themes from the previous synthesis (SpaceX IPO, US-Iran peace deal, consumer sentiment beat, ECB hawkishness, Adobe decline) remain unchanged with no new data points or counter-signals. The narrative arc is STABLE.
Key developments
- SpaceX IPO opens at $174-$175, 29% above IPO price, demand exceeds $350B
- Trump claims US-Iran peace deal imminent, could reopen Strait of Hormuz
- University of Michigan consumer sentiment beats expectations, inflation expectations fall
- ECB's Kazimir says rates must be lifted more to tackle inflation
- Facebook and Instagram experiencing major outage in North America
- Adobe (ADBE) down over 70% from peak, CFO departing for Marvell