WS #7881
No genuinely new developments in the last 30 minutes. The dominant Iran/Hormuz narrative remains unchanged with no new counter-signals or de-escalation. The previous synthesis accurately captures the current state.
Key developments
- Rubio: Iran-Oman tolling system for Strait of Hormuz would make diplomatic deal unfeasible
- US Navy strike group enters Caribbean after Castro accusations
- SpaceX files for IPO on NASDAQ under ticker 'SPCX' with Goldman Sachs as lead underwriter
- Quantum stocks rally on Chips Act awards; Arqit Quantum beats H1 sales
- Target beats Q1 but stock falls on cautious outlook; Walmart plans price cuts using tariff refunds
- US economy shows strain from Iran war: S&P surveys show rising business costs and pared demand
- Deep Fission files for $156 million IPO
- Iran's military rebuilding drone production faster than expected during ceasefire