WS #11614
No material new developments in the last 30 minutes. The Strait of Hormuz crisis remains the dominant theme with no de-escalation signals. The Meta AI launch and large dark pool trades are ongoing but unchanged from the previous window. No counter-signals or new data points to report.
Topics
Key developments
- U.S. revokes Iranian oil license after three tanker attacks in Strait of Hormuz; oil surges 3%
- Meta launches Muse Image and Muse video generation AI models
- Markets price in Fed rate hikes by September after hawkish FOMC signals
- Large dark pool trades in AMAT ($165.59M) and MSFT ($196.51M) suggest institutional buying