WS #13368
No material new developments in the last 30 minutes. The dominant US-Iran de-escalation narrative remains STABLE, with no fresh counter-signals beyond the previously reported Strait of Hormuz vessel strike. Market conditions are unchanged from the prior synthesis.
Topics
Key developments
- Cargo vessel struck by projectile in Strait of Hormuz, explosions in Kuwait
- Palantir Q2 revenue surges 93%, stock jumps 14% after hours
- 25 states sue Trump administration over new tariffs
- Apple faces MacBook Air shortage due to DRAM price surge
- Jeff Bezos sells $4 billion of Amazon shares