WS #13400
No material new developments in the last 30 minutes. The dominant narrative remains the de-escalation of the US-Iran conflict and the AI-driven tech rally, with no new data points to alter the outlook.
Topics
Key developments
- Bessent says Hormuz deal could be reached today or tomorrow; Qatar confirms progress
- Palantir Q2 revenue +93%, raises guidance, stock +25%
- Amazon market cap surpasses $3T; Bezos plans $4.1B share sale
- Fed officials signal rates sufficient, dampening rate-hike expectations
- US military depleted 65% of Patriot interceptors, 50% of Tomahawks