WS #13516
No material new developments in the last 30 minutes. The dominant narrative (US-Iran/Oman Hormuz deal, oil pressure, gold strength, AI bifurcation, SpaceX lockup) remains unchanged with no new data points or counter-signals.
Topics
Key developments
- Iran and Oman reach agreement on Hormuz shipping route, joint statement pending
- Asian chip stocks plunge on AI profitability concerns, Kospi down 4.5%
- SpaceX shares fall 12% post-earnings, lockup expiry looms
- Ukrainian drones strike Slavneft-YANOS refinery, one of Russia's largest
- Fed's Cook signals readiness to hike if disinflation stalls