WS #13430
No material new developments in the last 30 minutes. The dominant risk-on narrative (US-Iran Hormuz deal optimism, AI-driven tech rally) and the post-market SpaceX/AMD bifurcation remain unchanged, with no fresh data points or counter-signals to report.
Topics
Key developments
- US-Iran Hormuz deal imminent: Bessent says 'today or tomorrow'
- SpaceX stock slides despite revenue beat on CapEx surge and lockup
- Palantir surges 29.5% on 'otherworldly' quarter and raised guidance
- Caterpillar beats and raises on AI data center demand
- AMD slides despite strong Q2 as AI capex concerns weigh
- Bezos sells ~15M Amazon shares (~$4.1B) via pre-arranged plan
- Novo Nordisk beats Q2 estimates