WS #13532
No material new developments in the last 30 minutes. The dominant themes (tech selloff, Hormuz negotiations, labor market strength) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- SanDisk and Western Digital slide despite strong earnings on profit-taking
- AppLovin slumps 19.6% after first guidance miss since IPO; Piper Sandler cuts rating
- Iran-Oman deal to reopen Strait of Hormuz in final stage, but contingent on US lifting blockade
- Israel strikes Lebanon after soldier deaths; Houthis attack Saudi deployments, killing dozens
- Apollo agrees to buy easyJet for £5.7B; Castlelake withdraws
- UK clears Paramount's $81B Warner Bros. Discovery deal
- SpaceX shares hold steady as $100B lockup expires
- US jobless claims stay below 200K for third week, longest streak since 1969