INTEL: Iran rejects Oman’s proposal for joint management of the Strait of Hormuz and counters with a plan giving Tehran control over one full shipping lane and part of the return route
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INTEL: Russia’s FSB places Telegram founder Pavel Durov on an international wanted list, alleging the platform helped Ukrainian intelligence and extremist groups coordinate sabotage, terrorism and cyberfraud
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INTEL: South Korea’s finance minister will hold an emergency market meeting after repeated $KOSPI circuit breakers and a 17% plunge in SK Hynix shares
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INTEL: Robinhood Chain app deposits jump 50% in one week to $600M, with 329,000 RWA holders and $3.3M in revenue
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INTEL: The Houthis are turning their Red Sea and Bab-el-Mandeb strait blockade into a toll road, weighing fees on commercial ships transiting the south, with China’s fleet expected to sail free | per sources
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Yemen’s Houthis are considering charging commercial vessels for passage through the southern Red Sea, per sources, with China’s shipping fleet expected to be exempted from any fee system.
The squeeze is already reshaping oil flows: Saudi Aramco is weighing a new pricing mechanism for crude sold to Asia after diverting cargoes from Yanbu to Egypt’s Ain Sukhna and through the Suez-Mediterranean pipeline, a far longer route via the Med, Gibraltar and the Cape. Aramco declined to comment.
It’s the second forced rerouting this year: Hormuz pushed Saudi exports from Ras Tanura to the Red Sea, and the Houthis are now pushing them out of the Red Sea too. Saudi sells two-thirds of its oil to Asia.
INTEL: BNY launches a blockchain-based transfer agency for its $8.6T fund-servicing business, moving trades and ownership records onchain
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INTEL: Trump says the US is going to beat the fucking shit out of Iran and confirms strikes in response to attacks on American targets in Jordan
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INTEL: US-owned LNG floating storage facility was struck by at least one Iranian drone during cargo unloading at Egypt’s Damietta port, triggering an explosion at the terminal, Ambrey says
The incident was brought under control and affected vessels were moved outside port limits, while Egyptian authorities have not yet confirmed the drone attack, Inchcape says
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The incident was brought under control and affected vessels were moved outside port limits, while Egyptian authorities have not yet confirmed the drone attack, Inchcape says
Earlier reports of Iranian drone strikes on US-linked LNG vessels at Egypt’s Damietta port were false, with both incidents caused by simultaneous engine fires, Bloomberg says
INTEL: $META crashes 9% after reporting $60.8 billion in revenue for Q2 2026 while over $1 trillion wiped out from the US stock market today
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Meta raises the floor of its 2026 CapEx outlook:
-New range: $130B–$145B
-Prior range: $125B–$145B
The midpoint rises to $137.5B as Meta accelerates spending on AI infrastructure, compute capacity and data centers
INTEL: Robinhood beats Q2 estimates
EPS: +48% YoY
Revenue: +32% YoY
Robinhood Gold subscribers hit 4.8M, up 39% YoY, while ARPU reached a record $187, up 24%
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EPS: +48% YoY
Revenue: +32% YoY
Robinhood Gold subscribers hit 4.8M, up 39% YoY, while ARPU reached a record $187, up 24%
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INTEL: China completes testing of a 582-ton superconducting magnet for its BEST fusion reactor, targeting first power generation from its “artificial sun” by 2030
The magnet is designed to confine plasma above 100M°C and stores three times more energy than comparable ITER coils, with the BEST reactor scheduled for completion in 2027
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The magnet is designed to confine plasma above 100M°C and stores three times more energy than comparable ITER coils, with the BEST reactor scheduled for completion in 2027
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INTEL: Overnight US–Iran conflict update
- CENTCOM launched a heavy wave of strikes on dozens of IRGC targets across southern Iran, retaliation for Iranian missiles fired at US forces.
- Jordan intercepted five Iranian ballistic missiles aimed at Muwaffaq al-Salti Air Base, while Egypt confirmed a drone struck the US-owned Energos Winter LNG facility at Damietta, with the fire spreading to a second vessel.
- In eastern Iraq, US and Saudi forces hit Iran-backed militia weapons and logistics sites.
- The Strait of Hormuz remains closed, and the IRGC claims two tankers retreated after one caught fire.
The IRGC says “the aggressor will be punished today.”
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- CENTCOM launched a heavy wave of strikes on dozens of IRGC targets across southern Iran, retaliation for Iranian missiles fired at US forces.
- Jordan intercepted five Iranian ballistic missiles aimed at Muwaffaq al-Salti Air Base, while Egypt confirmed a drone struck the US-owned Energos Winter LNG facility at Damietta, with the fire spreading to a second vessel.
- In eastern Iraq, US and Saudi forces hit Iran-backed militia weapons and logistics sites.
- The Strait of Hormuz remains closed, and the IRGC claims two tankers retreated after one caught fire.
The IRGC says “the aggressor will be punished today.”
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INTEL: Iran’s IRGC claims its strike on Jordan’s Al-Azraq Air Base destroyed three US F-35 fighter jets
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