WS #13585
Holding: newest synthesis is 94d 9h old
No material new developments in the last 30 minutes. The dominant Strait of Hormuz narrative remains ESCALATING with no new data points beyond the previously reported Iran-Oman understanding and US rejection. The polysilicon tariff and TTD earnings are unchanged. No counter-signals or de-escalation detected.
Topics
Key developments
- Iran-Oman Hormuz deal stalls as Iran draft bans US/Israeli ships, oil rises 1.74% to $83.89
- Trump imposes 15% polysilicon tariff and price floors, effective Dec 4
- The Trade Desk (TTD) misses Q2 EPS and revenue, stock down 24% after hours
- AMD Q2 FY26 revenue +50% YoY, Data Center +107%, strong growth
- Meta ordered to pay $567M in New Mexico child safety case
- Boeing faces FAA airworthiness directive for 471 737 MAX jets over fuselage cracks
- North Korea fires short-range ballistic missile