WS #13523

From 500 msgs · 7 key-dev

No material new developments in the last 30 minutes. The dominant themes—Q2 earnings deluge, AI selloff, and de-escalating Hormuz situation—remain unchanged with no fresh data points or counter-signals.

Topics

Key developments

  • UK CMA clears Paramount-WBD deal, removing major regulatory hurdle
  • Datadog (DDOG) down 22% premarket despite Q2 beat and raised guidance
  • AppLovin (APP) down 27% after mixed Q2 results; multiple price target cuts
  • SoundHound AI (SOUN) up 26% on Q2 beat and raised FY26 guidance
  • ConocoPhillips (COP) beats Q2 on higher crude prices; announces CEO transition
  • DR Congo bans exports of copper and cobalt concentrates, potential supply shock
  • Gold at seven-week highs on weak ADP data and Hormuz hopes