WS #13091

From 500 msgs · 5 key-dev

No material new developments in the last 30 minutes. The after-hours earnings reactions for AAPL and AMZN remain the dominant signals, with no counter-signals or de-escalation events observed. The geopolitical noise (drone attacks, US-Iran strikes) has not escalated further and oil prices remain stable. The macro narrative is unchanged.

Topics

Key developments

  • Amazon Q2 earnings beat: AWS growth 37%, revenue $201B, shares +9% after hours
  • Apple Q3 beat but shares fall 4% on Services miss and supply constraints
  • AXT surges 27% on Q3 guidance beat and $87M Lumentum prepayment for InP wafers
  • Coinbase Q2 loss $1.36/share vs -$0.17 expected, shares -5% after hours
  • Reddit beats Q2 estimates but shares fall 7% on 'choppy' search referrals