WS #13449
No material new developments in the last 30 minutes. The dominant narrative (Strait of Hormuz reopening, oil price decline, AI selloff) remains unchanged with no new data points or counter-signals.
Topics
Key developments
- Iran denies immediate Hormuz reopening, contradicting US optimism
- AMD plunges 8% despite earnings beat on AI capex concerns
- SpaceX tumbles 10% on massive AI capex despite revenue beat
- Eli Lilly beats Q2 estimates, raises FY guidance on Zepbound/Mounjaro surge
- CVS blows past Q2 estimates, raises FY guidance on Aetna recovery
- Disney beats Q3 EPS, raises buyback target, but revenue misses
- China retaliates against US FCC bans with sanctions and drone export controls
- Russia launches deadly missile strikes on Kyiv, killing 17