WS #10053
No material new developments in the last 30 minutes. The dominant signals from the previous window—Iran Strait of Hormuz escalation, Fed hawkish shift, Rumble acquisition, Smith & Wesson earnings, Robinhood layoffs—remain unchanged with no new data points or counter-signals. The narrative is stable.
Topics
Key developments
- Iran's top negotiator says Strait of Hormuz will not return to pre-war conditions, Iran to charge for services
- Fed Chair Warsh's hawkish debut triggers worst S&P 500 'Fed day' for a new chair since 1994
- Rumble closes Northern Data acquisition, renames AI business 'Quake AI', raises revenue outlook ~30%
- Smith & Wesson Brands Q4 EPS $0.36 beats $0.23 estimate, revenue $178.4M beats $155.3M
- Legend Biotech announces $225M public offering, shares trade lower