WS #9870
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis (US-Iran peace deal, Fox-Roku M&A, SpaceX IPO) remain unchanged with no new data points, counter-signals, or de-escalation signals. The narrative arc is STABLE.
Key developments
- Trump declares Iran deal 'all signed' at G7; Strait of Hormuz to be 'completely open' by Friday
- Salesforce acquires AI agent firm Fin (Intercom) for $3.6 billion
- SpaceX IPO: retail buys $117M on day one; analysts rebrand to 'FAB 10'
- NVIDIA launches $20B bond sale, receives ~$85B in orders
- EU formally begins accession negotiations with Ukraine after Hungary lifts blockade