WS #13460
Holding: newest synthesis is 97d 6h old
No material new developments in the last 30 minutes. The Strait of Hormuz deal optimism narrative remains dominant and is corroborated by multiple sources, with no new counter-signals or de-escalation events emerging. Oil prices remain range-bound, and no new earnings or macro data points have surfaced. The situation is stable, with no actionable new information for the next 1-8 hours.
Topics
Key developments
- Iran and Oman finalize draft Hormuz deal, Trump says could be announced today or tomorrow
- Houthis sink Saudi-linked vessel near Bab Al-Mandab, escalating maritime blockade
- SpaceX stock drops ~12% as AI capex soars to $15.8B quarterly, despite revenue beat
- AMD shares fall ~8% as guidance underwhelms despite Q2 beat
- Disney beats Q3 estimates on parks and streaming strength, stock up 4%
- Eli Lilly raises FY26 guidance on GLP-1 demand, stock up 5%
- US Treasury removes Iran-related sanctions, OFAC delists Fly Baghdad
- US crude inventories build 2.479M barrels vs 1.5M draw expected