WS #13561
No material new developments in the last 30 minutes. The dominant macro theme remains the Strait of Hormuz conflict, which is STABLE-to-DE-ESCALATING, with no new data points contradicting the prior synthesis. Earnings-driven moves from the previous window (Atlassian, Twilio, Cloudflare, The Trade Desk, Datadog, Marathon Digital, CleanSpark) are still in play but have not been updated with fresh information. No counter-signals or non-dominant-narrative developments have emerged to warrant a change in the market outlook.
Topics
Key developments
- Trump and Saudi officials signal de-escalation in Strait of Hormuz; Trump says war will end 'pretty soon' and US has 'unlimited' munitions
- Atlassian (TEAM) surges 23% on massive Q4 beat and strong guidance
- Trade Desk (TTD) craters on Q2 revenue miss and weak Q3 guidance
- Cloudflare (NET) pops 15% on strong Q2 results and raised FY guidance
- Marathon Digital (MARA) and CleanSpark (CLSK) miss badly on Bitcoin mining headwinds
- Nielsen to acquire DoubleVerify (DV) for $2.15B all-cash; DV shares surge
- Amazon takes new stakes in X-Energy (nuclear) and Allegiant Travel (ALGT)
- BlackRock TCP Capital (TCPC) offloads $523M in loans to rescue troubled private credit fund