WS #9665
No material new developments in the last 30 minutes. The Iran-Strait of Hormuz crisis narrative remains stable with no new escalations or de-escalations reported. No counter-signals or non-dominant-narrative developments have emerged.
Key developments
- IRGC Navy fires warning shots at vessels in Strait of Hormuz; Iran asserts sovereignty over waterway
- SpaceX shares surge ~19% on debut; Elon Musk becomes first trillionaire
- DOJ Antitrust Division approves Paramount Skydance's $111B acquisition of Warner Bros. Discovery
- Meta CEO Zuckerberg internal memo acknowledges mistakes on AI transformation, plans to limit team size expansion
- Lotus Tech temporarily suspends Q1 and Q3 2026 earnings releases to prioritize acquisition compliance
- US Energy Department offers to loan up to 40 million barrels of crude oil from Strategic Petroleum Reserve
- Ross Gerber says SpaceX-Tesla merger is 'foregone conclusion,' propping up TSLA stock
- Large dark pool trades detected: $500M in SPY and $405M in IONQ