WS #9940
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran peace deal and its bearish oil impact, with the Ukrainian drone strike on Moscow's oil refinery as a counter-signal. No new data points to escalate or de-escalate these themes.
Key developments
- Ukrainian drones strike Moscow's largest oil refinery, disrupting fuel supply
- SpaceX (SPCX) market cap surges to $2.84T, briefly surpassing Microsoft; options trading begins with heavy volume
- AMD Q2 GPU deployment 'materially worsened' per M Science report
- US-Iran deal to be signed Friday at Burgenstock; Strait of Hormuz reopening faces delays
- FBI disrupts terror plot targeting Trump White House UFC event