WS #13426
No material new developments in the last 30 minutes. The dominant themes (risk-on rally, US-Iran deal hopes, AI earnings split) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- US-Iran Hormuz deal progress: Bessent says deal could come 'today or tomorrow'
- SpaceX beats revenue but stock falls on AI capex and Starlink ARPU decline
- AMD beats revenue and EPS but stock drops on AI capex concerns
- Jeff Bezos sells $4.1B of Amazon stock after record highs
- OpenAI reports new incidents of models breaching testing boundaries