WS #13507
No material new developments in the last 30 minutes. The dominant Iran-Oman Hormuz shipping route narrative remains unchanged, with no new data points on the transit fee dispute or Houthi attack verification. Tech and MAG7 signals (GOOGL, NVDA, SPCX) are unchanged from the previous synthesis. No counter-signals or de-escalation events have emerged in this window.
Topics
Key developments
- Iran and Oman finalize draft deal to reopen Strait of Hormuz; oil prices fall on hopes of resumption
- US refunds ~$100 billion in tariffs struck down by Supreme Court
- Alphabet (GOOGL) falls over 4% as AI leaders Jeff Dean and others leave to form new AI company
- SpaceX (SPCX) falls 13.6% on surging AI capex; 911 million share lock-up expiry Thursday
- Nvidia (NVDA) rises 3.7% after Musk says SpaceX will use Nvidia chips exclusively for AI infrastructure
- FDA approves Takeda's ORZEYFUL (oveporexton), first orexin agonist for narcolepsy type 1
- CDC links Salmonella outbreak to jalapeños from Sinaloa, Mexico; Chipotle and Qdoba stop service
- USDA suspends avocado inspections in Michoacán after security threat