WS #13713
No material new developments in the last 30 minutes. The Strait of Hormuz crisis narrative remains unchanged, with no new counter-signals or de-escalation. The dominant theme is stable, and no new actionable market-moving information has emerged.
Topics
Key developments
- Iran publishes six-point non-negotiable demand list for reopening Strait of Hormuz
- China July CPI and PPI both miss expectations, signaling deflationary pressure
- Microsoft secures 10 GW AI data center capacity, hyperscalers add $1.5T market value
- UAE reports Iranian missile attack on ADNOC tanker in Strait of Hormuz
- Parker-Hannifin beats Q4 EPS by $0.98, raises guidance
- Sweetgreen misses EPS by $0.09 and cuts guidance
- Post Holdings beats EPS but revenue misses, stock falls 12.8%
- Pentagon orders surge in arms production due to depleted missile stockpiles