WS #13073
No material new developments in the last 30 minutes. The dominant signals from the previous window (MSFT vs META earnings divergence, geopolitical tensions, GDP miss, Fed hawkishness) remain unchanged with no counter-signals or de-escalation. The window contains only routine noise and stale headlines.
Topics
Key developments
- Microsoft Azure growth accelerates to 43%, fastest since 2022; stock surges 15%
- Meta misses Q2 earnings, FCF plunges to $784M on $31.1B capex; stock falls 9%
- Russian missile lands in Poland; NATO scrambles jets; Ukraine strikes Perm refinery
- US launches 'heavy' strikes on Iran; drone hits US-owned LNG vessel at Egypt's Damietta port
- Fed holds rates; 30-year Treasury yield hits 19-year high of 5.23%
- Citadel acquires Aschenbrenner's AI portfolio; Cramer calls it a 'sure signal to buy'
- Jersey Mike's opens 8.7% below IPO price; Reformation flat in debut