WS #13536
No material new developments in the last 30 minutes. The dominant narratives (US-Iran/Strait of Hormuz de-escalation, AI/storage earnings strength, SpaceX lockup expiry) remain unchanged with no new data points or counter-signals. Markets are likely to continue trading on existing themes.
Topics
Key developments
- Iran and Oman close to Strait of Hormuz deal, but US agreement pending
- SanDisk and Western Digital sell off despite strong AI demand as guidance disappoints
- SpaceX lockup expires, freeing ~911M shares for sale
- UK clears Paramount's $110B acquisition of Warner Bros. Discovery
- easyJet set for £5.7B Apollo takeover after Castlelake walks away