WS #13585
No material new developments in the last 30 minutes. The dominant Strait of Hormuz narrative remains ESCALATING with no new data points beyond the previously reported Iran-Oman understanding and US rejection. The polysilicon tariff and TTD earnings are unchanged. No counter-signals or de-escalation detected.
Topics
Key developments
- Iran-Oman Hormuz deal stalls as Iran draft bans US/Israeli ships, oil rises 1.74% to $83.89
- Trump imposes 15% polysilicon tariff and price floors, effective Dec 4
- The Trade Desk (TTD) misses Q2 EPS and revenue, stock down 24% after hours
- AMD Q2 FY26 revenue +50% YoY, Data Center +107%, strong growth
- Meta ordered to pay $567M in New Mexico child safety case
- Boeing faces FAA airworthiness directive for 471 737 MAX jets over fuselage cracks
- North Korea fires short-range ballistic missile