WS #13551
No material new developments in the last 30 minutes. The dominant Strait of Hormuz escalation narrative and Honeywell guidance cut remain unchanged, with no fresh data points, counter-signals, or de-escalation signals to report.
Topics
Key developments
- Iranian parliament reviews bill to ban US/Israeli vessels from Strait of Hormuz, escalating oil supply risk
- Oil prices surge ~3-4% on Hormuz escalation, Brent at $82.54, WTI at $77.71
- Apple faces DRAM shortage for iPhone 18, $1B A20 Pro chips stranded at TSMC
- AppLovin (APP) plunges ~24% after multiple analyst price target cuts, dragging tech
- Honeywell Aerospace (HON) drops ~20-26% on weak guidance, supply-chain constraints
- SpaceX lockup expiry: 911.5M shares unlock, up to $99B selling pressure
- US considers delaying polysilicon tariffs; $100B tariff refunds issued