WS #13711
Iran issued a sweeping list of new demands (lift blockade, withdraw military, pay reparations, lift sanctions, release assets) for reopening the Strait of Hormuz, while separately nearing an Oman shipping protocol, creating oil supply uncertainty. Multiple earnings surprises: Peabody, Marathon Digital, New Fortress Energy, Oklo missed badly; Datadog, Onto Innovation, IonQ, Navitas beat strongly, driving individual stock moves. Pentagon ordered arms manufacturers to accelerate production due to depleted missile stockpiles from the Iran war, bullish for defense contractors.
Strait of Hormuz Escalation
Iran issued a sweeping list of new demands (lift blockade, withdraw military, pay reparations, lift sanctions, release assets) for reopening the Strait of Hormuz, while separately nearing an Oman shipping protocol, creating oil supply uncertainty.
Multiple earnings surprises: Peabody, Marathon Digital, New Fortress Energy, Oklo missed badly; Datadog, Onto Innovation, IonQ, Navitas beat strongly, driving individual stock moves.
Pentagon ordered arms manufacturers to accelerate production due to depleted missile stockpiles from the Iran war, bullish for defense contractors.