WS #13138
No material new developments in the last 30 minutes. The dominant themes (AAPL weakness, AMZN/MSFT strength, US-Iran escalation, oil price rise, NXP-AMBA talks) remain unchanged with no new data points or counter-signals. The situation is STABLE with no escalation or de-escalation signals.
Topics
Key developments
- Amazon surges 14% on Q2 beat, AWS growth accelerates to 37%, AI capex raised to $220B
- Apple plunges 9.8% to near $300 support on weak guidance due to memory supply constraints
- Iran halts Strait of Hormuz transit, oil prices rise above $85 WTI, $90 Brent
- NXP in talks to acquire Ambarella for ~$3.3B, AMBA jumps 19%
- US Treasury may intervene in yen market, banks told to stand ready
- Fed's Barkin says rate hike is a 'close call', trimmed-mean inflation at multi-year lows