WS #13497
No material new developments in the last 30 minutes. The dominant narratives (post-market earnings bifurcation, Fed hawkish tilt, US-Iran Hormuz talks, Houthi oil vessel strike) remain unchanged with no new data points or counter-signals. The window contains only routine noise and rehashed headlines, so no new key developments are warranted.
Topics
Key developments
- AppLovin (APP) plunges ~21% after hours on soft Q3 guidance despite +53% YoY growth
- Duolingo (DUOL) falls over 11% on soft Q3 revenue guidance despite strong user growth
- Block (XYZ) raises FY26 EPS guidance to $4.02, shares trade up initially
- Iran and Oman agree on Hormuz shipping route in 'final' stages
- Houthis claim missile strike on Saudi oil vessel in Gulf of Aden
- Fed Governor Cook reiterates readiness to raise rates if inflation doesn't slow
- US suspends government activities in Michoacán, threatening avocado imports