WS #13465
No material new developments in the last 30 minutes. The dominant Hormuz reopening narrative remains unchanged with no new data points, and no counter-signals or non-dominant-narrative developments have emerged. Key developments list is empty.
Topics
Key developments
- Iran-Oman Hormuz joint announcement in final stage; geographic route agreed
- US services PMI beats (54.6) but ADP misses (44K vs 65K), cooling Fed hike bets
- SpaceX plunges 13% on AI capex concerns despite revenue beat
- Disney explores free ad-supported streaming, sold out Super Bowl ads
- Broadcom breaks out above $400 on strong AI revenue growth
- Crypto Fear & Greed at 27, whales accumulate, Cathie Wood buys dip
- Michael Burry warns Palantir and Nvidia are 'future ghost towns'
- EIA crude inventories rise 2.5M barrels vs expected draw