WS #13389
No material new developments in the last 30 minutes. The US-Iran situation remains the dominant theme with no new data points beyond what was previously reported. Oil prices and equity markets are stable, and no counter-signals or de-escalation events have emerged. The situation is STABLE.
Topics
Key developments
- Bessent says US-Iran Hormuz deal could be reached 'today or tomorrow'
- Palantir (PLTR) gapped up 15.5% on earnings, historically continues higher 80% of time
- Caterpillar (CAT) gapped up 11% on record Q2 revenue and raised outlook
- Marvell (MRVL) surges on new AI memory infrastructure products
- Brent crude falls below $80, WTI down 5% on US-Iran deal hopes
- S&P 500 opens at record high, Dow up 780 points
- BioNTech cuts FY26 guidance, shares lower
- Smith & Nephew cuts FY26 sales guidance, shares lower