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Closing Report
Iran launches retaliatory missile and drone strikes against US bases
Iranian state media report that the IRGC has begun a retaliatory operation, firing missiles and drones at US bases and interests in the region, including in Bahrain and Kuwait. The strikes follow US operations near the Strait of Hormuz. Oil prices jumped 6%. 73 clean stories shaped this window, with sentiment strongly bearish at 30/100. Also in focus: GitLab beats Q2 estimates, lifts full-year guidance.
Every report remains a fixed receipt of what the BORSA signal showed at publication time.
02Midday ReportGoPro to sell 90% stake to Starman Optical in $285 million cash deal, shares surge
GoPro (GPRO) announced a definitive agreement to sell a 90% stake to Starman Optical for $285 million in cash. Shares rose 42-50% on the news. 59 clean stories shaped this window, with sentiment bearish at 33/100. Also in focus: Global bond yields hit multi-year highs as oil, Iran tensions stoke inflation fears.
59 storiesBearish · 33Read →03Morning ReportJapan's 10Y Bond Yield officially rises above 3.00% for the first time since 1996. The move comes just hours after reports that US Treasury Secretary Bessent told Japanese
Japan's 10Y Bond Yield officially rises above 3.00% for the first time since 1996. The move comes just hours after reports that US Treasury Secretary Bessent told Japanese. 70 clean stories shaped this window, with sentiment bearish at 36/100. Also in focus: Brent crude surges above $92 after tanker strikes in Strait of Hormuz.
70 storiesBearish · 36Read →04Early ReportTrump posts AI video of Kharg Island destruction; Vance: it was a warning
Trump posted an AI video of Iran's Kharg Island being destroyed. VP Vance said it was a warning, not a strike announcement. Iran says oil operations continue. Oil prices rose. 126 clean stories shaped this window, with sentiment strongly bearish at 26/100. Also in focus: CENTCOM denies Iranian mine strike claim,: hormuz shipping lanes open.
CENTCOM says no ships hit mines in the strait. The IRGC claimed a supertanker was stopped by two mines, which the US called false. US forces targeted IRGC launchers on Larak Island. VP Vance said the US is ensuring free flow of commerce and struck Iran last night. WTI rose to near $84.50 on the claim. 51 clean stories shaped this window, with sentiment bearish at 37/100. Also in focus: US and Venezuela reach oil deal giving US majority control of 65 billion barrels of reserves.
51 storiesBearish · 37Read →06Closing ReportIran's Foreign Ministry: US bases in Jordan supported Larak Island attack
Iran's Foreign Ministry claims US bases in Jordan were involved in launching and supporting the attack on Larak Island. The statement escalates the ongoing military confrontation between the US and Iran, which began with a US strike on Iranian launchers on Larak Island and was followed by Iranian ballistic missile attacks on US bases in Jordan. 65 clean stories shaped this window, with sentiment leaning bearish at 45/100. Also in focus: G20 finance officials meet in US as Iran war drives oil prices higher, inflation risks and borrowing costs.
65 storiesLeaning Bearish · 45Read →07Midday ReportTrump warns Kharg Island being destroyed; Vance: it's a message, not a strike
Trump posted that Iran's Kharg Island is being destroyed. VP Vance clarified it was a warning, not a strike announcement. Iran's oil company says operations continue. US oil prices rose. 59 clean stories shaped this window, with sentiment bearish at 41/100. Also in focus: Strait of Hormuz ship crossings fall to 5 per day, tanker rates hit record.
59 storiesBearish · 41Read →08Morning ReportIran strikes US bases in Jordan; Trump vows response
Iran launched missiles at US forces in Jordan in retaliation for a US strike on Larak Island. Missiles were intercepted with no significant damage. Trump says the US will respond. Iranian source warns of greater retaliation. 69 clean stories shaped this window, with sentiment neutral at 49/100. Also in focus: US military did not target Kharg Island in overnight strikes, official says.
69 storiesNeutral · 49Read →09Early ReportTrump: Kharg Island being destroyed; Iran says oil operations continue
Trump posted that Iran's Kharg Island is being destroyed. Iran's state oil company says operations have not stopped. Kharg handles ~90% of Iran's crude exports. 330 clean stories shaped this window, with sentiment strongly bearish at 22/100. Also in focus: Iran launches ballistic missiles at US bases in Jordan after US strike on Larak Island.
330 storiesStrongly Bearish · 22Read →10After Hours ReportTrump announces major oil deal with Venezuela, securing majority control of 65 billion barrels
Trump announces major oil deal with Venezuela, securing majority control of 65 billion barrels. 18 clean stories shaped this window, with sentiment bearish at 31/100. Also in focus: Trump: Strait of Hormuz open, Russia 'quite well'; Iran disputes.
