WS #13453
Holding: newest synthesis is 97d 9h old
No material new developments in the last 30 minutes. The dominant narrative remains the Strait of Hormuz reopening talks, with no new data points or counter-signals to report.
Topics
Key developments
- Houthi strike on Saudi tanker 'Wafaa' in Red Sea escalates oil supply risk
- ADP private payrolls miss at 44,000 vs 68,000-75,000 consensus
- SpaceX exclusive Nvidia deal pressures AMD, boosts NVDA
- Anthropic building in-house chip team for Claude
- Disney Q3 FY26: EPS beat $2.06 vs $1.85 est, revenue miss $25.2B vs $25.4B
- Eli Lilly Q2 EPS $8.38 vs $6.58 est, revenue $23.0B vs $20.7B est
- CVS Health raises FY26 EPS guidance, stock gives up prior gain
- Brookfield Asset Management record Q2: $77B fundraising, FRE up 20%