WS #13505
Holding: newest synthesis is 96d 13h old
No material new developments in the last 30 minutes. The dominant Hormuz deal narrative and tech selloff remain unchanged, with no fresh data points or counter-signals to report.
Topics
Key developments
- Iran and Oman agree on Hormuz shipping route; Trump says deal could come 'tomorrow or the next day'
- SpaceX falls 13% on heavy AI capex; Nvidia rises 3% on SpaceX exclusivity
- Alphabet announces AI leadership changes; Jeff Dean leaves to found Discovery Loop
- US refunds ~$100B in tariffs struck down by Supreme Court
- HubSpot drops 20% on weak guidance despite Q2 beat
- Bumble misses EPS by $1.09, stock falls
- Qualys surges 13.8% on strong Q2 results
- Avnet beats big on record Q4 revenue, raises guidance