WS #13404
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran de-escalation and Strait of Hormuz reopening, with no new data points or counter-signals to report.
Topics
Key developments
- US and Qatar report progress on Iran ceasefire and reopening Hormuz strait
- Palantir surges 27% on 'otherworldly' AI demand, Caterpillar beats earnings
- Novo Nordisk raises full-year outlook on GLP-1 sales strength
- Coldcard wallet hack steals over $130M in Bitcoin, pressuring crypto
- Bitdeer lands $4.7B Norway lease with Volta, backed by a16z and Nvidia