WS #13502

From 500 msgs · 13 key-dev

No material new developments in the last 30 minutes. The dominant Iran-Oman Hormuz de-escalation narrative remains stable with no fresh confirmation or contradiction. Earnings and tech-specific moves from the prior window (WDC, SNDK, APP, CRM, ELF, ANET, GOOGL) are unchanged. No counter-signals or new catalysts emerged.

Topics

Key developments

  • Iran-Oman Hormuz draft agreement finalized, awaiting Khamenei approval; 50-50 chance of deal by Friday
  • Houthis attack two Saudi oil tankers (Wafa, Daisy) in Red Sea and Gulf of Aden
  • Western Digital (WDC) falls >10% after hours on weak Q1 guidance despite Q4 beat
  • Alphabet (GOOGL) drops 4-5.5% on AI leadership reorganization (Jeff Dean departure), erasing ~$240B market cap
  • AppLovin (APP) tanks ~18% on Q3 EBITDA guidance miss despite Q2 revenue beat
  • Fed Governor Cook signals readiness to hike rates if inflation doesn't slow
  • SpaceX's first earnings as public company disappoint on AI capex, dragging Nasdaq; Dow hits record high
  • Sandisk (SNDK) slides 5% on revenue guidance miss despite Q4 beat