WS #9861
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran peace deal implementation and its market effects, with no new data points or counter-signals to report.
Key developments
- US and Iran sign MOU; Strait of Hormuz to reopen immediately
- Israel Defense Minister says IDF will remain in Lebanon, Syria, Gaza indefinitely
- Datadog upgraded to Buy at Truist, PT $300, citing enterprise AI demand
- Micron Technology PT raised to $1500 at TD Cowen, maintained Buy
- AMD acquires AI-driven memory optimization technology MEXT
- Google invests $1.5B to expand data center site in Alabama
- Strategy (MSTR) buys 1,587 BTC for $100M, holdings now 846,842 BTC
- Roku M&A speculation: JPMorgan sees Comcast as most logical buyer; Fox deal reportedly came together