WS #9644
No genuinely new developments in the last 30 minutes. The US-Iran nuclear deal narrative remains the dominant signal, with no counter-signals or de-escalation. Oil prices continue to reflect the deal's impact, but no new data points have emerged. The SpaceX IPO and Intel whale trade are unchanged from the previous window. All prior high-significance developments carry forward unchanged.
Key developments
- US-Iran nuclear deal imminent: Strait of Hormuz to reopen, enriched material to be transferred to US
- SpaceX IPO surges 28%+, Elon Musk becomes first trillionaire; space/satellite stocks tumble
- Oil prices fall ~4% on Iran deal progress; US military moving 7 million bpd out of Persian Gulf
- $2.4M whale buys 5,740 INTC $140 calls expiring June 26
- Tesla (TSLA) slides as investors rotate into SpaceX; Wedbush suggests potential TSLA-SpaceX merger