WS #13126

From 499 msgs · 5 key-dev

No material new developments in the last 30 minutes. The dominant themes (AI trade bifurcation with AMZN up/AAPL down, US-Iran escalation, Fed hawkishness) remain unchanged with no new data points or counter-signals.

Topics

Key developments

  • Amazon (AMZN) surges ~13-14% on Q2 blowout: AWS +37%, net income +245% to $62.6B
  • Apple (AAPL) plunges ~8-9% on weak guidance due to supply constraints, heading for $460B wipeout
  • Iran strikes two tankers under US escort in Strait of Hormuz; strait nearly closed, oil prices spike
  • Two Fed dissenters (Hammack, Kashkari) publicly advocate rate hikes; Logan prefers quarter-point increase
  • UK Budget date confirmed for October 28, with focus on fiscal discipline