WS #8376
No material new developments in the last 30 minutes. The dominant signals from the previous window—Strait of Hormuz escalation, hawkish Fed commentary, and mixed tech earnings—remain unchanged with no counter-signals or de-escalation.
Key developments
- Trump threatens to 'blow up' Oman over Strait of Hormuz control
- Fed Governor Cook signals readiness to raise rates if inflation persists
- Snowflake surges 33% after hours on strong Q1 results and $6B AWS spending plan
- Marvell Technology raises fiscal 2027/2028 outlook on AI demand
- HP beats Q2 but lowers full-year guidance
- Synopsys beats Q2 estimates and raises FY26 guidance
- Salesforce beats Q1 but guides Q2 revenue below estimates
- Iranian official says Iran will not back down on Strait of Hormuz or enrichment rights