WS #13511
No material new developments in the last 30 minutes. The dominant Iran-Oman Hormuz deal narrative remains stable with no new data points, and no counter-signals or non-dominant-narrative developments have emerged. The previous synthesis already captured the key market-moving items, and this window contains only routine noise.
Topics
Key developments
- Iran and Oman finalize Hormuz shipping route coordinates, deal in final stage
- Gold surges 4% to ~$4,250 as markets price only one Fed hike by end-2026
- Alphabet's chief AI scientist Jeff Dean departs to start new AI company
- SpaceX falls 13.6% on AI capex concerns; Musk pledges Nvidia-only chips, boosting NVDA
- Western Digital and Sandisk plunge on weak guidance amid memory oversupply
- Trump administration refunds $100 billion in tariffs after Supreme Court ruling
- Fed's Daly says tariff inflation fading, but tech investment is inflationary
- Hong Kong insurance stocks tumble on 20% levy on offshore policies