WS #11334
No material new developments in the last 30 minutes. The Iran Strait of Hormuz situation remains escalated but unchanged, oil markets stable, and no new data on jobs or tech stocks. The previous synthesis still accurately reflects the current state.
Topics
Key developments
- Iran warns oil tankers in Strait of Hormuz to use approved routes or face 'forceful response'
- Tesla Q2 deliveries beat expectations at 480,126 units (+25% YoY), expands robotaxis to Miami and insurance to Washington
- Gold surges 1% to $4,165 on weak US jobs data, first weekly gain in five weeks
- Microsoft launches $2.5B Frontier Company unit to accelerate enterprise AI adoption