The most recent update (that I have seen) is here. In short: negotiations are underway and have already agreed on an improved AI policy, renewed data dumps, and (what boils down to) a pledge to do better. This last one seems to be the sticking point: our negotiators are pushing for a binding (in both directions) agreement that can't simply be violated like all the past agreements have been, but it is difficult to find something workable.
So far, though, nothing has changed; even the new AI policy (the most important element to me) has not been circulated yet (i.e., I don't know what it says). Once the new AI policy comes out and the negotiations on the remaining items start to converge, it will be time to decide whether to get back to work or to resign.
Update 7/22: the same link above describes some more recent progress, including some new policies (e.g., about when SE will speak to the press about moderators) and a new procedure that mods can invoke if SE breaks its own policies. There are still some loose ends, but it sounds like things are converging.
Update 7/27: seems like it's almost over -- the old AI policy has been retracted and published openly, the company has publicly committed to maintaining the data dumps, and a new AI policy is expected to drop shortly.