WS #13045
No material new developments in the last 30 minutes. The dominant signals from the previous window (MSFT/META earnings divergence, Eurozone GDP beat, geopolitical tensions, YUMC/Shell earnings) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Microsoft beats Q4 estimates, Azure growth 43%, shares surge 8% pre-market
- Meta misses revenue guidance, free cash flow collapses to $784M, shares tank 9%
- Polish PM confirms Russian missile landed 100km inside Poland, violating NATO airspace
- US resumes heavy strikes on Iran after Iranian attack on US base in Jordan
- Eurozone Q2 GDP beats expectations at +0.4% Q/Q and +1% Y/Y
- Brent crude rises to $92.10 as US-Iran war resumes, Strait of Hormuz remains disrupted
- Yum China beats Q2 estimates with EPS $0.70 vs $0.67, revenue $3.138B vs $3.056B
- Shell reports H1 profit $16.75B, up 70% YoY, launches $3B buyback