WS #12046
No genuinely new material developments in the last 30 minutes. The Strait of Hormuz crisis narrative remains stable with no new escalation or de-escalation signals. IBM's plunge and bank earnings are unchanged from prior window. No counter-signals or non-dominant-narrative developments emerged.
Topics
Key developments
- US reimposes Strait of Hormuz blockade, 20% cargo fee; Iran says oil exports halted
- US CPI falls 0.4% MoM in June, first decline since 2020; core flat
- IBM plunges 24% after preliminary Q2 revenue miss, worst day since 1960s
- Goldman Sachs, Citigroup, Bank of America beat Q2 earnings estimates
- Uber in advanced talks to acquire Delivery Hero
- New York becomes first state to impose data center moratorium for one year
- DeepSeek said to prepare for IPO filing as soon as this year
- Nvidia and Mitsubishi Heavy eye cooperation on AI data center cooling and power