WS #9866
No material new developments in the last 30 minutes. The dominant US-Iran peace deal narrative remains unchanged, with no new data points or counter-signals to report. All prior key developments are stable and carry forward.
Key developments
- US and Iran sign MOU to end war; Strait of Hormuz reopening confirmed; oil tumbles 5%+
- Renewed fighting between Israel and Hezbollah threatens US-Iran deal
- Fox to buy Roku in $22 billion deal
- SpaceX IPO surges 11%+; Evercore says could reignite bull market
- CMS proposes permanent Medicare Drug Price Negotiation Program from 2029
- FDA clears Dexcom's OTC Stelo CGM for children ages 2+
- AstraZeneca wins FDA approval for Truqap in prostate cancer; Ultomiris gets Priority Review
- AMD acquires MEXT for memory optimization