Market Notes

Priced for Perfection: Records Meet a Guidance Reckoning as the Hormuz Risk Premium Fades

· 6 min read · by James Carter, Nova Ventures Research

Futures are mixed as the Dow sits at a fresh record and oil extends its Hormuz-driven slide, even as AMD, AppLovin and HubSpot show the market punishing guidance that merely meets expectations rather than raising it. Jobless claims headline the calendar at 8:30 a.m. ET.

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