WS #9712

The dominant narrative remains the accelerating US-Iran peace deal, with multiple sources (Trump on Truth Social, Axios, Reuters, multiple Bluesky accounts) confirming a Memorandum of Understanding is scheduled to be signed Sunday, June 14. Trump stated the deal will include reopening the Strait of Hormuz and Iran surrendering its enriched uranium stockpile. However, a significant counter-signal emerged: Iran's foreign ministry stated the deal is 'not near' and nuclear talks are postponed, creating high uncertainty. Polymarket data shows heavy trading on Iran deal-related contracts, confirming high market attention. The narrative arc is ESCALATING toward signing but with major counter-signals from Iran that could cause volatility. Separately, the Anthropic AI model restriction story gained new detail: the WSJ reported Amazon CEO's talks with US officials triggered the crackdown, adding a new dimension to the AI export control story. Intel received a rare double upgrade from Bank of America, citing an AI shift. SpaceX's IPO was covered by CoinDesk, noting its $1.3 billion bitcoin reserve. Private credit is moving to the center of the AI buildout with Apollo and Blackstone closing a $35B debt deal for Anthropic.