WS #13089

From 500 msgs · 5 key-dev

No material new developments in the last 30 minutes. The after-hours earnings reactions for Apple and Amazon remain the dominant signals, with no counter-signals or de-escalation events to report.

Topics

Key developments

  • Amazon Q2 earnings beat: AWS growth accelerates to 37%, shares up 7% after hours
  • Apple Q3 earnings beat but shares fall 2.5% after hours on Services miss and China weakness
  • Drone strike in Egypt sparks Suez Canal security concerns, oil supply risk
  • AI hedge fund Situational Awareness liquidates $16B portfolio to Citadel after AI losses
  • Japan/BOJ intervenes in FX markets to buy yen, US rate checks reported