WS #13140
No material new developments in the last 30 minutes. The dominant narratives (AMZN surge vs AAPL plunge, US-Iran escalation, NXP-AMBA M&A) remain unchanged with no new data points or counter-signals. Markets are likely to continue reacting to the existing earnings divergence and geopolitical risk.
Topics
Key developments
- Amazon (AMZN) surges ~13-15% on blowout Q2: AWS growth accelerates to 37%, capex raised to $220B
- Apple (AAPL) plunges ~10% on weak guidance: supply constraints and memory costs to hit growth
- US-Iran conflict escalates: Iran attacks US bases and tankers, US withdraws Patriot systems from Erbil, Trump threatens heavier strikes
- Oil prices rise ~1-2% (WTI ~$85, Brent ~$90) on Iran conflict and supply disruptions; Exxon and Chevron report blowout profits
- Fed's Barkin says rate adequacy is a 'close call'; trimmed-mean inflation at multi-year lows
- Bitcoin falls to 3-week low (~$62,700) as Strategy plans $5B sale and CLARITY Act odds fade
- NXP (NXPI) in talks to acquire Ambarella (AMBA) for ~$3.3B, boosting AI camera and computer-vision chips