WS #9667
No material new developments in the last 30 minutes. The dominant signals from the previous window (SpaceX IPO, SPR loan, Iran tensions) remain unchanged with no new data points or counter-signals. The narrative is stable.
Key developments
- SpaceX IPO surges ~19% on debut, Elon Musk becomes world's first trillionaire
- US Energy Dept proposes loaning up to 40M barrels from SPR, offers due June 15
- DOJ approves Paramount Skydance's $110B acquisition of Warner Bros Discovery
- Meta's Zuckerberg admits mistakes in AI transformation
- Ameris Bancorp hit with $79.4M jury verdict including punitive damages
- Lockheed Martin wins $2.8B in defense contracts for F-35 and helicopters
- UAE denies transferring frozen Iranian funds amid US ceasefire push