WS #13467
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran Strait of Hormuz deal, which is stable with no new data points. No counter-signals or non-dominant-narrative developments have emerged. The key_developments array is empty as nothing genuinely new has surfaced.
Topics
Key developments
- Iran and Oman reach agreement on Strait of Hormuz; US-Iran deal expected within 48 hours
- Cushing crude inventories rise 2.356M barrels vs expected 771K decline
- Broadcom breaks out above $400 on strong AI revenue growth
- Shopify surges 19% as Q2 revenue jumps 34% on AI-driven orders
- SolarEdge plunges 22% on weak Q3 revenue guidance
- SpaceX shares tumble on capex surge despite revenue beat
- ISM Services PMI at 54.1 with stagflationary mix: employment 47.4, prices paid 70.3
- Gold surges past $4,261/oz, up 4%+