WS #13268
No material new developments in the last 30 minutes. The dominant US-Iran/Hormuz narrative remains unchanged, with no new headlines or data points to alter the existing assessment. Tech and energy themes are stable, and no counter-signals or non-dominant-narrative developments have emerged.
Topics
Key developments
- Iran denies Trump's claim of Hormuz reopening deal, but Iran-Oman talks in final stages
- OPEC+ agrees to September production increase of 188,000 bpd
- Apple drops on weak guidance due to memory chip shortages; NVIDIA regains most valuable company title
- AstraZeneca holds talks with Bristol Myers Squibb on pharma megadeal
- Saylor hints at Strategy bitcoin buy after five-week pause