WS #13532
Holding: newest synthesis is 95d 17h old
No material new developments in the last 30 minutes. The dominant themes (tech selloff, Hormuz negotiations, labor market strength) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- SanDisk and Western Digital slide despite strong earnings on profit-taking
- AppLovin slumps 19.6% after first guidance miss since IPO; Piper Sandler cuts rating
- Iran-Oman deal to reopen Strait of Hormuz in final stage, but contingent on US lifting blockade
- Israel strikes Lebanon after soldier deaths; Houthis attack Saudi deployments, killing dozens
- Apollo agrees to buy easyJet for £5.7B; Castlelake withdraws
- UK clears Paramount's $81B Warner Bros. Discovery deal
- SpaceX shares hold steady as $100B lockup expires
- US jobless claims stay below 200K for third week, longest streak since 1969