WS #13753
No material new developments in the last 30 minutes. The dominant US-Iran/Strait of Hormuz narrative remains unchanged, with no new counter-signals or de-escalation reported. Other previously noted items (Apple-CXMT, Boring Company raise, Senate Russian oil tariffs) show no fresh data points. Market tone remains bullish at record highs, but no actionable new information has emerged.
Topics
Key developments
- Iran hardens Hormuz reopening conditions, demanding US concessions and compensation
- Houthis resume attacks on Saudi Aramco facilities and Red Sea port of Mokha, killing at least seven
- US Senate passes bill authorizing tariffs up to 100% on countries buying Russian oil
- Apple tests memory chips from Chinese maker CXMT for iPhones and MacBooks
- Senate moves closer to vote on sweeping US crypto regulation
- Gold prices firm near record highs amid Fed uncertainty and geopolitical risk