WS #13551

From 500 msgs · 7 key-dev
Holding: newest synthesis is 95d 10h old

No material new developments in the last 30 minutes. The dominant Strait of Hormuz escalation narrative and Honeywell guidance cut remain unchanged, with no fresh data points, counter-signals, or de-escalation signals to report.

Topics

Key developments

  • Iranian parliament reviews bill to ban US/Israeli vessels from Strait of Hormuz, escalating oil supply risk
  • Oil prices surge ~3-4% on Hormuz escalation, Brent at $82.54, WTI at $77.71
  • Apple faces DRAM shortage for iPhone 18, $1B A20 Pro chips stranded at TSMC
  • AppLovin (APP) plunges ~24% after multiple analyst price target cuts, dragging tech
  • Honeywell Aerospace (HON) drops ~20-26% on weak guidance, supply-chain constraints
  • SpaceX lockup expiry: 911.5M shares unlock, up to $99B selling pressure
  • US considers delaying polysilicon tariffs; $100B tariff refunds issued