WS #13576
Holding: newest synthesis is 95d 1h old
No material new developments in the last 30 minutes. The dominant Strait of Hormuz escalation narrative remains unchanged, with no new data points or counter-signals. All other previously reported items (Fed hawkishness, earnings moves, regulatory news) are stale and not repeated.
Topics
Key developments
- Iran parliament reviewing bill to ban US/Israeli ships from Strait of Hormuz, impose fees up to 7% of cargo value
- Fed Chair Warsh reportedly willing to hike in September if inflation prints hot; Musalem confirms favored hike
- Sandisk and Western Digital fall on weak guidance despite strong AI demand; Datadog drops 19%
- New Mexico court orders Meta to pay $567M plus $375M penalties and impose usage caps for minors
- US imposes 15% polysilicon tariff and price floors, benefiting domestic solar/semiconductor producers
- Airbnb rallies 9% on strong Q2 and raised outlook; Cloudflare surges 16% on solid guidance
- Alphabet raises $25B in bonds with $115B demand, signaling strong AI capex appetite
- UK clears Paramount-Warner merger, removing a hurdle