WS #13513
No material new developments in the last 30 minutes. The dominant Iran-Oman Strait of Hormuz narrative remains unchanged, with no new data points beyond what was previously reported. No counter-signals or de-escalation events have emerged. The AI-driven tech selloff and gold strength continue without fresh catalysts. Therefore, no new key developments are added this cycle.
Topics
Key developments
- Iran and Oman finalize Hormuz shipping route coordinates; deal imminent but tanker explosions reported
- Asian tech stocks plunge on AI spending fears; Korea circuit breaker triggered
- Gold rallies above $4,300 as Fed rate hike odds ease
- US refunds $100B in tariffs after Supreme Court ruling
- Celestica prices $3B offering at $310/share; shares fall 12%
- Cathie Wood buys $17.6M Nvidia stock, dumps Palantir
- Palantir stock jumps nearly 30% after 'otherworldly' quarter
- Microsoft memo makes GPT-5.6 default, replacing Claude Code; Anthropic faces headwinds