WS #13457

From 499 msgs · 6 key-dev

No material new developments in the last 30 minutes. The dominant themes (record highs, Hormuz deal progress, AI/space rotation) remain unchanged with no fresh data points or counter-signals to report.

Topics

Key developments

  • Iran and Oman finalize draft Hormuz deal; US signals imminent announcement
  • SpaceX shares drop 12% on $18.4B AI capex, AMD falls 5% despite earnings beat
  • Disney beats Q3 earnings with EPS $2.06 vs $1.85 est, shares up 2.5%
  • Jeff Bezos sells $4B of AMZN stock, largest since before 2024 election
  • Gold surges 2.34% to $4,249.90 on weak ADP data and less hawkish Fed outlook
  • US S&P Global Composite PMI revised higher to 54.5 vs 53.6 est