WS #6606
No material new developments in the last 30 minutes. The Iran/Strait of Hormuz situation remains in a fragile de-escalation phase with no new attacks or diplomatic breakthroughs. Oil prices are steady around $114. AMD and Alphabet narratives unchanged. No counter-signals or non-dominant-narrative developments detected.
Key developments
- Trump pauses Project Freedom to pursue Iran deal; oil falls 2.5%
- AMD surges past $400 after hours on Q1 earnings beat
- Super Micro jumps 18% after hours on strong guidance
- Iran launches cruise missiles and drones at UAE energy facility
- Intel surpasses dotcom valuation; Micron options volume surges
- EU to block funding for Chinese solar components from November 1
- GameStop proposes $56 billion acquisition of eBay
- Canada announces C$1.5 billion aid for firms hit by US tariffs