WS #13570
No material new developments in the last 30 minutes. The Strait of Hormuz conflict narrative remains dominant and unchanged, with no new data points or counter-signals to report.
Topics
Key developments
- Iran parliament reviews bill to bar US/Israeli vessels from Hormuz; oil surges ~3%
- Datadog plunges 19% on AI customer usage decline warning; software selloff
- Trump signs executive order imposing 15% tariff on polysilicon products
- Cloudflare raises annual outlook on AI-driven demand; stock surges 17% after hours
- Oracle CDS costs hit record high on AI debt concerns
- Alphabet seeks up to $25B bond sale to fund AI investments; first negative FCF
- SpaceX and Tesla to invest $16.8B in Texas Terafab semiconductor plant
- UK clears Paramount-WBD merger; US legal challenge remains