WS #13420
No material new developments in the last 30 minutes. The dominant AI-capex scrutiny narrative and the Hormuz de-escalation remain unchanged, with no fresh data points or counter-signals to report.
Topics
Key developments
- AMD beats Q2 but shares fall on AI capex and margin concerns
- SpaceX beats revenue but shares drop on AI capex surge and bitcoin loss
- Bessent says US-Iran deal to reopen Strait of Hormuz could come today or tomorrow
- Texas halts new data center grid connections amid overwhelming demand
- Michael Burry warns of possible 1987-type fall
- SpaceX CEO Musk says will build exclusively on Nvidia