WS #13475
No material new developments in the last 30 minutes. The dominant narratives (Google AI leadership reshuffle, Hormuz de-escalation) remain unchanged with no new data points. No counter-signals or non-dominant-narrative developments have emerged.
Topics
Key developments
- Google AI leadership exodus: Jeff Dean leaves to found Discovery Loop; Hassabis steps down as DeepMind CEO
- Iran and Oman agree on viable Hormuz transit route for 2-4 months, but strait remains closed
- Starboard Value takes large stake in Shake Shack, stock jumps 11%
- SpaceX Q2 capex of $18.4B beats estimates; stock falls 7% but NVDA gains on Musk's 'exclusive' chip partner comment
- US diesel exports surge to record as global scramble for supply drains domestic stockpiles