WS #10706
No genuinely new material developments in the last 30 minutes. The Strait of Hormuz crisis, Fed commentary, Apple/Microsoft price hikes, Delta refinery fire, and Palantir selloff remain as previously reported with no new data points or counter-signals. The narrative is STABLE.
Topics
Key developments
- UN pauses Strait of Hormuz evacuation after cargo ship attacked
- Fed's Williams pushes back 2% inflation target to 2028, sees US growth at 2.25%
- Apple and Microsoft announce hardware price increases due to AI-driven memory/storage costs
- Palantir drops over 30% in June, Michael Burry's bearish thesis draws blood
- Pentagon to host critical minerals plants on US Army bases