WS #13423
No material new developments in the last 30 minutes. The dominant themes (Hormuz de-escalation, AI-capex scrutiny, SpaceX/AMD earnings reactions) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- SpaceX Q2 beat but AI costs and insider selling pressure stock; Musk's Nvidia exclusivity boosts NVDA
- AMD beats Q2 but capex surge triggers sell-the-news reaction
- Hormuz deal close: Bessent says 'today or tomorrow', oil prices fall
- Bezos sells $4.1B of AMZN shares after record high
- Chipotle removes jalapeños over salmonella; Sysco halts lettuce purchases
- Appeals court rules EPA cannot block $20B climate grants