WS #13372
No material new developments in the last 30 minutes. The US-Iran standoff remains the dominant theme with no new escalation or de-escalation signals. Oil prices and risk sentiment continue to track the same narrative. No counter-signals or non-dominant-narrative developments have emerged to warrant a change in the outlook.
Topics
Key developments
- Iran denies US talks, negotiates with Oman on Hormuz; Trump issues 'last chance' ultimatum
- 25 US states sue Trump administration over Section 301 tariffs on 60 countries
- Saudi Aramco Q2 profit beats estimates at $33.4B, confirms facilities targeted but not material
- Palantir raises FY26 guidance, US commercial revenue +149%, stock up ~15% after hours
- HSBC Q2 pretax profit beats at $10.1B, announces $1B buyback
- Wix beats Q2 estimates, raises Q3 outlook, launches proprietary LLM Base 1
- Toyota raises FY net profit forecast to ¥3.25T on weak yen, Q1 profit +75.6%
- Amazon market cap crosses $3 trillion, but Bezos sells $4.07B in shares