WS #13408

From 499 msgs · 14 key-dev

No material new developments in the last 30 minutes. The dominant narrative remains unchanged: markets at record highs on AI earnings and US-Iran Hormuz deal hopes, with oil prices suppressed. No counter-signals or de-escalation have emerged to alter the prevailing bullish thesis.

Topics

Key developments

  • US-Iran Hormuz deal could come 'today or tomorrow' per Bessent; Qatar reports 'very advanced' progress
  • Palantir (PLTR) soars 26% on Q2 revenue growth of 93%, US commercial up 149%
  • Chipotle (CMG) tumbles up to 9% after removing jalapeños linked to Minnesota salmonella outbreak (110 cases)
  • Caterpillar (CAT) raises 2026 outlook on AI-driven power demand; backlog soars 92% to $72B
  • Trump criticizes Exxon and Chevron for 'too much money' off high oil prices
  • OPEC output rose 1.16M bpd in July led by Gulf nations, per survey
  • Novo Nordisk (NVO) slips 5% despite raising guidance; Q2 sales up 3% cc
  • Amazon (AMZN) slips 2.5% after Bezos plans to sell ~$4B in shares