WS #9634

The dominant signal in this window is the SpaceX IPO (ticker: SPCX), which is indicated to open at $150-$161.9 per share, well above the $135 IPO price, implying a first-day pop of 11-20%. Multiple sources (Reuters, Alpaca, FT, Bloomberg, social media) corroborate the strong demand, with Polymarket contracts heavily traded on market cap outcomes. This is a high-significance event that could boost sentiment for space/tech IPOs and related tickers like TSLA (Elon Musk connection). Separately, Exxon Mobil is reportedly studying a takeover of Woodside Energy (Bloomberg, cross-corroborated), which could drive M&A momentum in the energy sector. On the geopolitical front, US-Iran deal signals remain mixed: VP Vance denied a nuclear deal, but Trump reposted Iran's foreign minister saying 'MOU has never been closer,' and Polymarket shows active trading on peace deal outcomes. The 10-year yield hit 4.67% and 30-year breached 5.2% (19-year high), pressuring high-duration stocks like NVDA. A federal judge indefinitely blocked Trump's $1.8B 'anti-weaponization fund' (Guardian, multiple sources). The ECB's Kazimir signaled further rate hikes, adding to macro headwinds. Ebola outbreak in DRC is spreading to new areas (Al Jazeera), but no direct US market impact. Consumer sentiment improved slightly (Bloomberg), but this is a minor positive. Overall, the narrative is stable with SpaceX IPO as the primary catalyst.