WS #13439
No material new developments in the last 30 minutes. The dominant narrative (US-Iran deal optimism, oil slide, record equity highs) remains unchanged with no fresh data points or counter-signals.
Topics
Key developments
- US, Iran, Oman near interim deal to reopen Strait of Hormuz, announcement targeted for Wednesday
- AMD stock tumbles 9% after hours despite Q2 beat on AI capex concerns
- SpaceX falls 7.5% on capex concerns despite revenue surge; lockup expiry Thursday
- Palantir surges 29.5% on strong earnings and raised forecast
- Russian ballistic missile attack on Kyiv kills one, injures 22, ammonia leak
- Fed officials signal potential rate hikes; Schmid says policy not restrictive enough
- Trump criticizes oil majors for windfall profits, says they should give money back
- Oil prices slide over 5% on Hormuz deal hopes, Brent below $80