WS #13432
No material new developments in the last 30 minutes. The dominant Hormuz/AI rally narrative remains unchanged, with no new counter-signals or de-escalation data points to report.
Topics
Key developments
- Iran rejects US claims of imminent Hormuz reopening; insists US not part of negotiations
- SpaceX Q2 revenue beats but AI capex and lockup weigh on shares
- Second tanker struck in Hormuz; QatarEnergy extends force majeure to 24 cargoes
- Jeff Bezos files to sell ~$4.1B in Amazon shares
- Aschenbrenner sells 11.5M Core Scientific shares below day's low
- US has used 'virtually all' long-range precision missiles in Iran operation
- Palantir surges 29.5% on 'otherworldly' quarter, raises guidance
- Chip stocks rally on AI demand; SOXX best four-day rally since 2020