WS #13453
No material new developments in the last 30 minutes. The dominant narrative remains the Strait of Hormuz reopening talks, with no new data points or counter-signals to report.
Topics
Key developments
- Houthi strike on Saudi tanker 'Wafaa' in Red Sea escalates oil supply risk
- ADP private payrolls miss at 44,000 vs 68,000-75,000 consensus
- SpaceX exclusive Nvidia deal pressures AMD, boosts NVDA
- Anthropic building in-house chip team for Claude
- Disney Q3 FY26: EPS beat $2.06 vs $1.85 est, revenue miss $25.2B vs $25.4B
- Eli Lilly Q2 EPS $8.38 vs $6.58 est, revenue $23.0B vs $20.7B est
- CVS Health raises FY26 EPS guidance, stock gives up prior gain
- Brookfield Asset Management record Q2: $77B fundraising, FRE up 20%