WS #13054
No material new developments in the last 30 minutes. The dominant signals from the previous window (MSFT earnings strength, geopolitical oil supply risks, Fed/BOE rate holds) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Microsoft surges ~15% at open after Q4 earnings beat, fastest cloud growth in four years
- Houthis bomb Saudi oil infrastructure; first direct strike on Saudi soil in this war
- US Q2 GDP grows 1.5% (miss vs 2.1% expected), confirming stagflation
- Meta Platforms dips over 10% after hours on AI spending concerns; multiple analyst PT cuts
- Aggressive put options flow: TSLA $327M, MU $1.3B, GS $83M premium
- Crocs shares sink on weak Q3 guidance despite Q2 beat
- Starbucks Q3 beat and raised FY EPS guidance
- Fed holds rates at 3.50%-3.75% with 9-3 vote; three dissents for a hike