WS #13574
No material new developments in the last 30 minutes. The dominant Strait of Hormuz escalation narrative and the Amazon earnings miss remain unchanged, with no new data points or counter-signals to report.
Topics
Key developments
- Iran parliament reviews bill to ban US/Israeli ships from Strait of Hormuz
- Amazon Q2 earnings miss, $200B capex guidance sends shares down >10%
- SpaceX first lockup expiry and $18.4B AI capex pressure stock
- Trump signs 15% tariffs and price floors on polysilicon imports
- Fed's Musalem expresses preference to raise rates