WS #13131
No material new developments in the last 30 minutes. The dominant narratives (AMZN surge, AAPL decline, AI capex, US-Iran escalation, oil strength, crypto weakness, Fed hawkishness) remain unchanged with no counter-signals or de-escalation. Key developments array is empty to avoid repeating stale headlines.
Topics
Key developments
- Amazon surges 15% on record cloud growth, best day since 2012
- Apple falls 9% on supply constraints and weak Q4 guidance
- Iran strikes two oil tankers in Strait of Hormuz, escalating conflict
- Aschenbrenner's AI hedge fund collapses from $45B to $10B on margin calls
- Fed's Logan favors rate hike, joined by two other dissents
- Exxon and Chevron report record Q2 profits on war-driven oil prices
- Microsoft sets record $450B single-day market cap gain on Azure +43%
- US Treasury warns banks of further yen intervention