WS #13570
Holding: newest synthesis is 95d 3h old
No material new developments in the last 30 minutes. The Strait of Hormuz conflict narrative remains dominant and unchanged, with no new data points or counter-signals to report.
Topics
Key developments
- Iran parliament reviews bill to bar US/Israeli vessels from Hormuz; oil surges ~3%
- Datadog plunges 19% on AI customer usage decline warning; software selloff
- Trump signs executive order imposing 15% tariff on polysilicon products
- Cloudflare raises annual outlook on AI-driven demand; stock surges 17% after hours
- Oracle CDS costs hit record high on AI debt concerns
- Alphabet seeks up to $25B bond sale to fund AI investments; first negative FCF
- SpaceX and Tesla to invest $16.8B in Texas Terafab semiconductor plant
- UK clears Paramount-WBD merger; US legal challenge remains