WS #13518

From 500 msgs · 5 key-dev

No material new developments in the last 30 minutes. The dominant narratives (Hormuz deal, semiconductor selloff, SpaceX lockup) remain unchanged with no new data points or counter-signals.

Topics

Key developments

  • Iran says Hormuz deal with Oman in final stages, but reopening hinges on US lifting blockade
  • Semiconductor selloff spreads: SK Hynix -9.7%, Samsung -6%, Kospi -4.5% on AI valuation concerns
  • Gold hits seven-week high above $4,300/oz on softer dollar and lower yields
  • SpaceX shares plunge 13.6% after first earnings; lockup expiration frees ~911M shares
  • North Korea fires short-range ballistic missile toward Sea of Japan