WS #13442
No material new developments in the last 30 minutes. The dominant US-Iran-Oman Strait of Hormuz narrative remains stable with no new data points, and earnings-driven moves (AMGN, BKNG, LCID, AMD) have already been captured. No counter-signals or non-dominant-narrative developments emerged in this window.
Topics
Key developments
- US, Iran, Oman close to interim Hormuz deal; announcement expected Wednesday
- AMD falls ~9% after hours despite revenue beat on weak guidance
- SpaceX first earnings show revenue beat but AI capex concerns; stock drops ~7.5%
- US military depleted 'virtually all' long-range precision missiles in Iran war
- RBI holds repo rate at 5.25%, cuts FY27 inflation forecast to 5.0%, raises GDP to 6.7%
- China optical stocks drop on reports of US ban