WS #13386
No material new developments in the last 30 minutes. The dominant themes—Strait of Hormuz de-escalation, Iran deal prospects, and the heavy earnings day—remain unchanged with no new data points or counter-signals. The situation is STABLE.
Topics
Key developments
- Bessent says US-Iran Hormuz reopening deal could come as soon as Tuesday/Wednesday
- Caterpillar Q2 EPS $8.17 beats $6.20 est, revenue $20.54B beats $19.20B, premarket +11%
- Palantir Q2 revenue $1.94B up 93% YoY, raises FY26 guidance to $8.15B; shares jump 14%
- Apple seeks injunction against OpenAI in trade secrets lawsuit; OpenAI denies claims
- Anthropic secures multi-billion dollar compute deal in Norway data center
- Bitdeer executes 16-year colocation lease with Volta Tydal for AI data center
- Fed's Paulson says inflation too high, needs mildly restrictive policy, open mind on rates
- US trade deficit narrows to $73.3B in June, less than expected