WS #13576
No material new developments in the last 30 minutes. The dominant Strait of Hormuz escalation narrative remains unchanged, with no new data points or counter-signals. All other previously reported items (Fed hawkishness, earnings moves, regulatory news) are stale and not repeated.
Topics
Key developments
- Iran parliament reviewing bill to ban US/Israeli ships from Strait of Hormuz, impose fees up to 7% of cargo value
- Fed Chair Warsh reportedly willing to hike in September if inflation prints hot; Musalem confirms favored hike
- Sandisk and Western Digital fall on weak guidance despite strong AI demand; Datadog drops 19%
- New Mexico court orders Meta to pay $567M plus $375M penalties and impose usage caps for minors
- US imposes 15% polysilicon tariff and price floors, benefiting domestic solar/semiconductor producers
- Airbnb rallies 9% on strong Q2 and raised outlook; Cloudflare surges 16% on solid guidance
- Alphabet raises $25B in bonds with $115B demand, signaling strong AI capex appetite
- UK clears Paramount-Warner merger, removing a hurdle