WS #12895

The data dump is dominated by routine corporate press releases, earnings reports, and Polymarket noise, with no single high-impact macro catalyst emerging. Key signals include: (1) Apple's new iPhone leasing program with Klarna, which could boost iPhone demand and smooth revenue seasonality, positive for AAPL; (2) Visa cutting 7% of headcount (~2,600 jobs) to improve efficiency, positive for V on cost savings; (3) Sherwin-Williams raising profit forecast, positive for SHW; (4) Coca-Cola lifting annual forecasts on strong demand, positive for KO; (5) Boeing posting a larger-than-expected Q2 loss due to Air Force One costs, negative for BA; (6) PayPal double-beat earnings and raised outlook, positive for PYPL; (7) Newsmax partnering with Meta for AI content access, positive for NMAX and META; (8) Core Scientific landing an AMD AI deal, reinforcing its pivot from Bitcoin mining to AI data centers, positive for CORZ and AMD; (9) Japan earthquake causing mall collapse and evacuating chip plants, potential supply chain disruption for semiconductor stocks; (10) Iran's threat to block Strait of Hormuz for countries receiving its confiscated assets, escalating geopolitical risk for oil and shipping. The dominant AI/semiconductor selloff narrative continues but is being partially offset by positive company-specific news from Apple, Meta, and AMD. The Japan earthquake adds a new risk factor for chip supply.