WS #13416
No material new developments in the last 30 minutes. The dominant narrative remains the potential US-Iran deal on the Strait of Hormuz, with oil prices and equities reflecting ongoing optimism, but no new data points have emerged to alter the picture. The AI infrastructure theme and other prior developments also remain unchanged. The situation is STABLE with no new counter-signals or de-escalation.
Topics
Key developments
- SpaceX Q2 revenue beats estimates, AI segment capex $15.8B, Starlink subscribers double to 12M
- SpaceX partners with Nvidia for Starmind AI1 satellites with Rubin GPUs
- Astera Labs Q2 revenue $392.4M beats by $31.6M, Q3 guidance well above estimates
- Arista Networks Q2 EPS $1.02 beats by $0.13, revenue $3.04B beats by $210M, Q3 guidance strong
- Amgen Q2 EPS $6.29 beats by $0.67, revenue $10.1B beats by $680M, raises FY guidance
- Lucid misses Q2, announces operational reset with $1.4B cash flow improvement plan
- Paramount Skydance raises FY guidance, remains confident on WBD merger
- Jefferies finds fake invoices in Sapphire Minmetals financing