WS #14303

From 498 msgs · 5 key-dev

The dominant narrative remains the escalating US-Iran conflict with oil prices elevated and Treasury yields at multi-year highs.. This window carries 5 key development(s), 4 at significance:high: Iran declares 'fully offensive' posture; Hormuz vessel strike kills crew member; Global bond selloff deepens; 30-year Treasury yield hits 5.327%, highest since 2007; Anthropic revenue run-rate tops $65B; Nvidia guarantees $105B for OpenAI data center; Meta faces $1.4 trillion trial over child addiction claims. A further 1 development(s) sit below significance:high.

Topics

Key developments

  • Iran declares 'fully offensive' posture; Hormuz vessel strike kills crew member
  • Global bond selloff deepens; 30-year Treasury yield hits 5.327%, highest since 2007
  • Home Depot beats Q2 estimates, reaffirms FY guidance
  • Anthropic revenue run-rate tops $65B; Nvidia guarantees $105B for OpenAI data center
  • Meta faces $1.4 trillion trial over child addiction claims