WS #13392
No material new developments in the last 30 minutes. The US-Iran de-escalation narrative, Hormuz deal speculation, oil price decline, and strong earnings from CAT and PLTR remain unchanged. No counter-signals or new data points have emerged to alter the prevailing market view.
Topics
Key developments
- Bessent says Hormuz deal could come 'today or tomorrow', oil drops 4%
- Palantir surges 23% on blowout Q2, raises guidance
- Caterpillar raises sales outlook on data center boom, stock up 8-11%
- Jeff Bezos files to sell $4.1B in Amazon shares, AMZN falls 2%
- Ukraine drone strikes push Russian refining output to 2002 lows
- Trump administration drafting FCC ban on Chinese optical transceivers
- SanDisk and SK Hynix release High-Bandwidth Flash standard, SNDK +7.7%
- New Jersey AG files antitrust lawsuit against Amazon