WS #13395
No material new developments in the last 30 minutes. The dominant themes—US-Iran de-escalation, strong US equities, and the MAG7 carve-out—remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Bessent signals Hormuz deal could be reached 'today or tomorrow'
- US has used 'virtually all' long-range precision missiles in Iran war
- Palantir Q2 revenue +93%, raises guidance, stock +23%
- Amazon faces New Jersey antitrust lawsuit and $349M dark pool sell order
- SpaceX to report first public earnings after close, Q2 net loss expected $1.9B, 911M shares unlock Thursday
- AMD earnings tonight with aggressive short-dated call sweeps
- SanDisk and SK Hynix High-Bandwidth Flash standard lifts memory stocks