WS #13095
No genuinely new material developments in the last 30 minutes. The dominant signals from Amazon and Apple after-hours earnings, MSFT surge, macro data, and geopolitical events remain unchanged from the previous synthesis. No counter-signals or de-escalation developments have emerged to alter the prevailing narrative.
Topics
Key developments
- Amazon Q2 EPS $5.75 crushes $1.82 consensus; AWS growth 37% YoY; stock +9% after hours
- Apple Q3 beats but services miss and weak Q4 guidance send stock down 8% after hours
- Trump announces Hamas disarmament deal; Gaza to be governed by new Palestinian government
- Yen surges 2.6% on suspected BOJ intervention; dollar weakens broadly
- US GDP growth slows to 1.5% in Q2 as trade deficit and oil prices weigh