WS #13069
No material new developments in the last 30 minutes. The dominant signals from the previous window (MSFT earnings surge, META decline, US-Iran escalation, oil spike, GDP miss, Citadel acquisition) remain unchanged with no new data points or counter-signals. The narrative is STABLE with no escalation or de-escalation.
Topics
Key developments
- Microsoft Azure revenue surpasses $100B, stock surges 15%
- Meta misses Q2 estimates, shares fall 9% on weak guidance
- Russian missile crashes in Poland, NATO scrambles jets
- Iran launches missiles at US bases in Jordan, Hormuz blockade tightens
- US Q2 GDP misses at 1.5%, core PCE cools to 3.3%
- Citadel completes purchase of Situational Awareness portfolio, AI stocks rally