WS #12710
No genuinely new material developments in the last 30 minutes. The dominant narrative remains unchanged: US-Iran conflict and oil market disruption, with no new counter-signals or de-escalation. Previous high-significance developments (Houthi strikes, US pause on airstrikes, tech earnings, bond yields) carry forward unrefuted.
Topics
Key developments
- Houthi ballistic missiles strike Saudi Yanbu oil refinery; Greece intercepts drones
- Saudi officials confirm oil facility damage; repairs expected to take months
- Strait of Hormuz tanker crossings fall to two-month low
- NVIDIA and SK Group announce $500B+ AI infrastructure partnership
- Samsung and Broadcom sign $200B MOU for 2nm chips and advanced packaging through 2030
- Alphabet Q2: CapEx concerns send GOOGL down ~7%, but core EBIT jumps 24.8% YoY
- Tesla Q2 miss: operating margin falls to 1.4%, stock sinks 15%
- Ukraine strikes Siberian refinery and Caspian cargo ships; Russia's Black Sea oil port suspends loading