WS #11725

From 497 msgs · 10 key-dev

No material new developments in the last 30 minutes. The US-Iran conflict narrative remains at the same escalation level as previously reported, with no new strikes, diplomatic moves, or oil price moves. PepsiCo, Meta, Micron, and TeraWulf stories are unchanged. No counter-signals or de-escalation signals detected.

Topics

Key developments

  • Strait of Hormuz traffic collapses to 23 ships/day after US-Iran strikes; ceasefire effectively dead
  • Meta (META) erases losses, turns green after Muse Spark 1.1 release; Zuckerberg breaks 3-year X silence
  • PepsiCo (PEP) beats Q2 earnings, shares up 4.1%; Levi Strauss (LEVI) reports strong consumer resilience globally
  • TeraWulf (WULF) plans $3.5B debt raise for Anthropic-leased data center in Kentucky
  • Micron (MU) rises 9% after boosting US investment plans to over $250B by 2035
  • Goldman Sachs (GS) wins $70B in asset management deals with Verizon and Lockheed Martin
  • Block (SQ) reaches $45M settlement with 46 states over Cash App fraud probe
  • Ukrainian drones strike Russian oil refineries; Russia bans diesel exports until July 31