WS #9638
No material new developments in the last 30 minutes. The SpaceX IPO, US-Iran deal, Exxon-Woodside talks, and Nvidia hire remain unchanged from the previous synthesis. No counter-signals or de-escalation events detected.
Key developments
- SpaceX IPO opens at $150, valuing company at ~$2T; CFRA initiates Sell with $115 target
- Pakistan PM says final US-Iran peace deal text agreed; oil falls to two-month low
- Tesla shares fall 2.1% as traders rotate into SpaceX IPO
- Exxon Mobil studying acquisition of Australia's Woodside Energy
- Nvidia hires former Obama official Bruce Andrews to lead government affairs