WS #13529
No material new developments in the last 30 minutes. The dominant themes (US-Iran/Hormuz, tech earnings selloff) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Iran and Oman finalize Hormuz shipping deal; US blockade remains key hurdle
- Memory chip selloff: WDC and SNDK plunge on guidance, SK Hynix -10%
- Datadog (DDOG) falls 15% despite beat and raise on profit-taking
- SpaceX lockup expiry unlocks 911M shares, adding supply pressure
- Alphabet (GOOGL) markets $25B bond offering, pressuring long-end yields
- Bipartisan backlash against AI data centers grows; Hernando County moratorium
- Gold breaks $4,200, silver +7% on Hormuz hopes and weak ADP
- Tesla (TSLA) announces Terafab chip fab in Texas, largest ever