WS #13083
No material new developments in the last 30 minutes. The dominant signals from the previous window (Amazon earnings, AI trade divergence, Saudi maritime alliance, oil price drop, Fed hold, gold surge) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Amazon Q2 EPS $5.75 crushes $1.82 estimate, AWS growth accelerates to 37%, but Q3 revenue guidance misses
- Saudi Arabia announces 14-nation maritime defense alliance to secure Red Sea, Bab al-Mandeb, Gulf of Aden
- Coinbase Q2 revenue $1.22B misses $1.29B estimate, shares fall 5% after-hours
- Reddit Q2 EPS $1.25 beats $0.95, revenue $805M beats $730M, Q3 guidance above estimates
- Monolithic Power Systems Q2 revenue $980.6M record, Adj EPS $6.50 beat, Q3 guidance above consensus