WS #13518
Holding: newest synthesis is 96d 1h old
No material new developments in the last 30 minutes. The dominant narratives (Hormuz deal, semiconductor selloff, SpaceX lockup) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Iran says Hormuz deal with Oman in final stages, but reopening hinges on US lifting blockade
- Semiconductor selloff spreads: SK Hynix -9.7%, Samsung -6%, Kospi -4.5% on AI valuation concerns
- Gold hits seven-week high above $4,300/oz on softer dollar and lower yields
- SpaceX shares plunge 13.6% after first earnings; lockup expiration frees ~911M shares
- North Korea fires short-range ballistic missile toward Sea of Japan