WS #13587

From 488 msgs · 5 key-dev

No material new developments in the last 30 minutes. The Strait of Hormuz crisis narrative remains unchanged with no new data points or counter-signals. Company-specific signals (SK Hynix, Meta, Alphabet) are stale and already covered. Key developments array is empty.

Topics

Key developments

  • Iran parliament reviews draft plan to ban US/Israeli ships from Strait of Hormuz with 20% cargo fines
  • SK Hynix invests $38B in new memory fabs; Solidigm weighs $3.5-7B pre-IPO funding
  • Meta ordered to pay $567M in New Mexico child safety case, total $942M
  • Apollo's Torsten Slok warns AI capex boom growing twice as fast as housing bubble; Burry warns of circular financing at Nvidia
  • China sanctions 6 US firms and tightens drone exports; US imposes 15% polysilicon tariffs