WS #13009

From 500 msgs · 7 key-dev

No material new developments in the last 30 minutes. The dominant narratives from the previous window (Fed hawkishness, Iran-US tensions, FTC lawsuit) remain unchanged with no new data points or counter-signals. The situation is STABLE across all themes.

Topics

Key developments

  • Fed holds rates 9-3; Warsh hawkish, signals broader inflation focus and potential September hike
  • Trump vows overwhelming force against Iran after missile strike; oil spikes 7-8%
  • Apple briefly touches $5 trillion market cap, becoming most valuable company
  • SpaceX reportedly seeking spectrum to compete with wireless carriers; AT&T, Verizon, T-Mobile fall 3-4%
  • FTC sues Hims & Hers for allegedly sharing health data with advertisers
  • VF Corp tumbles 18% after Q1 adjusted loss widens to $0.27/share
  • Boeing Q2 revenue beats, FCF surprises positively; shares up 4%