WS #13604
No material new developments in the last 30 minutes. The dominant narratives (weak July jobs report, Strait of Hormuz de-escalation, single-stock catalysts) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- US July jobs report shows surprise 23,000 job loss, slashing September Fed hike odds
- Strait of Hormuz talks progress but Iran seeks control over inbound traffic, keeping oil under pressure
- Atlassian (TEAM) surges 30% on blowout earnings and upgraded FY27 outlook
- SpaceX (SPCX) up 11% on Argus upgrade and strong Q2, with options flow showing bullish bets
- Twilio (TWLO) soars on strong Q2 results and guidance
- Trump signs order imposing 15% tariff on polysilicon imports, boosting solar stocks
- Appian (APPN) shares up 14.2% on strong earnings beat and raised guidance