WS #13572
The dominant Strait of Hormuz narrative remains unchanged with no new material developments in this window. Oil prices and equity moves are consistent with the prior synthesis, and no counter-signals or de-escalation have emerged. The tech earnings shock (DDOG, AMZN) and polysilicon tariff story are also unchanged. No new actionable information has surfaced in the last 30 minutes.
Topics
Key developments
- Iran-Oman deal would give Tehran control over Hormuz shipping corridor, oil prices surge ~4%
- Datadog plunges 19% on AI customer usage decline warning despite record revenue
- Amazon falls >10% after hours on earnings miss and $200B capex guidance
- Trump signs executive order imposing 15% tariff on polysilicon products
- SpaceX and Tesla to invest $16.8B in Texas semiconductor fab (Terafab)
- FCC eliminates 39% broadcast ownership cap, enabling media consolidation
- AI voice-cloning vishing campaign targets major hedge funds (Point72, Two Sigma, Citadel, Millennium)