WS #12648
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged with no de-escalation signals. No new corporate or macro data points emerged. The previous synthesis covers all relevant information.
Topics
Key developments
- US launches new strikes on Iran; Iran threatens British bases; oil spikes above $100/bbl
- US imposes new tariffs of 10-12.5% on 60 economies, drawing objections from allies
- Tesla stock plunges 14.5% after Q2 earnings miss; EPS $0.33 vs $0.50 expected
- Intel Q2 revenue up 25% to $16.1B, AI-driven; stock fails to hold gains on sell-the-news
- Amkor announces $1.5B multi-year partnership with Nvidia for advanced semiconductor packaging
- BlackRock kicks off $12.3B bond sale for Meta data center
- Charter loses 172k internet subscribers in Q2; stock recovers early losses
- ECB keeps rates unchanged at 2.25%; data-dependent approach