WS #9839

The dominant signal in this window is the confirmation and global reaction to the US-Iran peace deal, which has been corroborated by multiple sources including Al Jazeera, Bloomberg, and official statements. The deal includes reopening the Strait of Hormuz, with oil prices already falling sharply (Brent -4.87%, WTI -5.7%). However, Israel's defense minister stated Israel will not withdraw from security zones in Lebanon, Syria, or Gaza, creating a geopolitical counter-current that could limit the deal's positive impact. Separately, UK PM Starmer announced a social media ban for under-16s, which could impact social media stocks. Citi upgraded AMD to Buy with a $575 target, citing AI GPU potential, sending AMD +4.7%. Trump threatened 100% tariffs on French wine unless Macron drops digital taxes on US tech giants, which could weigh on AAPL, AMZN, META. The US-Iran deal narrative is ESCALATING, while the Israel-Lebanon situation remains a STABLE but hawkish undercurrent.