WS #13142
No material new developments in the last 30 minutes. The dominant narrative (Amazon surge vs Apple plunge, geopolitical oil risk) remains unchanged with no counter-signals or de-escalation. All signals are stale or confirmatory.
Topics
Key developments
- Amazon surges 15% on AWS blowout, Apple sheds $475B on weak guidance
- Ukraine strikes Lukoil's Volgograd refinery, resuming attacks on Russian refining
- US SPR at lowest since 1983 with 18th week of drawdown
- NXP in talks to acquire Ambarella for ~$3.3B
- T-Mobile-Deutsche Telekom merger talks pause as shareholders oppose
- Fed holds rates but three dissents push for hike; inflation remains above target
- Tesla denies China sale reports; NHTSA probes 1.2M vehicles over suspension failures
- Meta dark pool alert and AI capex concerns weigh on sentiment