WS #8604
No material new developments detected in the last 30 minutes. The Strait of Hormuz crisis narrative remains stable with no new enforcement actions or diplomatic breakthroughs. Other signals are noise or uncorroborated single sources. No counter-signals or de-escalation observed.
Key developments
- Iran reasserts control over Strait of Hormuz, warns foreign vessels
- Trader posts bearish thesis on GOOGL citing regulatory risk and AI capex
- Paramount Skydance bids $110 billion for Warner Bros. Discovery