WS #13093
No material new developments in the last 30 minutes. The dominant signals from the previous window (Apple/Amazon earnings, GDP, geopolitics) remain unchanged with no counter-signals or de-escalation.
Topics
Key developments
- Amazon Q2 EPS $5.75 vs $1.82 est, revenue $200.6B, AWS growth 37%, stock up ~8% after hours
- Apple Q4 revenue guidance $111.7B-$113.7B vs $114.8B est, citing significant supply constraints, stock down ~4% after hours
- US Q2 GDP grows 1.5% (below 2.1% prior), consumer spending strong at 3.2%, inflation sticky above 2%
- Drone attacks on two ships at Egypt's Damietta port and US-owned LNG vessel near Suez escalate energy security risks
- US Treasury's Bessent says yen 'seems very undervalued', suggests Japan may have intervened in FX markets