WS #13067
No material new developments in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation observed. Energy prices, geopolitical tensions, and earnings narratives are unchanged.
Topics
Key developments
- Brent crude plunges 3.99% to $87.12, reversing prior energy bull thesis
- Microsoft (MSFT) surges 15% on strong Azure growth, reaffirms capex
- Meta (META) falls 9% on weak profit and light Q3 revenue forecast
- US Q2 GDP grows 1.5%, missing estimates; core PCE inflation sticky at 3.7%
- Gold surges 3.2% to $4,165.40 on safe-haven demand amid geopolitical escalation
- Russian missile enters Polish airspace, NATO activates defenses
- UEFA votes unanimously to boycott FIFA World Cups over private equity plans
- Oracle (ORCL) rises 6% on expanded AI deal with Google Cloud