WS #11623
No material new developments in the last 30 minutes. The Strait of Hormuz crisis and AI selloff narratives remain unchanged from the previous window. No counter-signals or de-escalation detected.
Topics
Key developments
- US revokes Iran oil sanctions waiver after tanker attacks in Strait of Hormuz
- Chip stocks plunge as Samsung earnings fail to meet sky-high expectations
- JPMorgan raises Apple price target to $345, citing demand resilience