WS #13505
No material new developments in the last 30 minutes. The dominant Hormuz deal narrative and tech selloff remain unchanged, with no fresh data points or counter-signals to report.
Topics
Key developments
- Iran and Oman agree on Hormuz shipping route; Trump says deal could come 'tomorrow or the next day'
- SpaceX falls 13% on heavy AI capex; Nvidia rises 3% on SpaceX exclusivity
- Alphabet announces AI leadership changes; Jeff Dean leaves to found Discovery Loop
- US refunds ~$100B in tariffs struck down by Supreme Court
- HubSpot drops 20% on weak guidance despite Q2 beat
- Bumble misses EPS by $1.09, stock falls
- Qualys surges 13.8% on strong Q2 results
- Avnet beats big on record Q4 revenue, raises guidance