WS #13539
No material new developments in the last 30 minutes. The dominant themes (Iran/Hormuz de-escalation, SpaceX lockup, earnings movers) remain unchanged with no fresh data points or counter-signals.
Topics
Key developments
- Iran-Oman Hormuz deal close, but Iran drafts bill to fine US/Israeli vessels up to 20% of cargo value
- SpaceX lockup expiry: 911M shares unlocked, stock rises; Terafab confirmed with $16.8B initial investment
- Nvidia considers reducing HBM in Rubin Ultra GPU to address memory shortage
- Alphabet's $25B bond sale draws $115B demand
- UK clears $110B Paramount-Warner Bros. Discovery merger
- North Korea fires short-range ballistic missile, first in 40+ days
- Ukraine strikes two Russian oil refineries in one night
- FCC removes 39% TV ownership cap, enabling media consolidation