WS #6756
The dominant signal in this window is the confirmed US-Iran military clash in the Strait of Hormuz, with CENTCOM officially stating US forces intercepted Iranian attacks and responded with self-defense strikes. Multiple sources (CNBC, BBC, Al Jazeera, Bloomberg, Fox, and social media) corroborate the event, marking a significant escalation from the previous window's initial reports. This directly threatens oil transit through the strait, with oil price spike risks and knock-on effects on energy, shipping, and defense stocks. Separately, the US Court of International Trade ruled against Trump's 10% global tariffs, a development covered by Bloomberg, Al Jazeera, and Seeking Alpha, introducing legal uncertainty around the tariff regime. In corporate news, Akamai surged 26% after-hours on a $1.8B AI cloud deal, while Kodiak AI tumbled 37% on a dilutive $100M raise. IREN's Q3 revenue missed by 35%, but a $3.4B Nvidia AI data center deal provided offset. The US-Iran conflict is ESCALATING, with active military engagement now confirmed.
Key developments
- CENTCOM confirms US self-defense strikes on Iranian military facilities after Iran attacks US Navy destroyers in Strait of Hormuz
- US trade court strikes down Trump's 10% global tariffs as unlawful
- Akamai surges 26% after-hours on $1.8B AI cloud deal with leading AI frontier model provider
- Kodiak AI tumbled 37% after-hours on dilutive $100M capital raise at steep discount
- IREN Q3 revenue misses by 35%, but $3.4B Nvidia AI data center deal provides offset