WS #13144

From 500 msgs · 10 key-dev

No material new developments in the last 30 minutes. The dominant narratives (Amazon surge, Apple plunge, Fed on hold, US-Iran de-escalation) remain unchanged with no new data points or counter-signals. Key developments array is empty.

Topics

Key developments

  • Amazon surges 13-15% on AWS acceleration, lifting tech indices
  • Apple plunges ~9-10% on supply constraints and memory cost guidance miss
  • Iran strikes tankers in Strait of Hormuz and targets US bases in Kuwait
  • Fed holds rates with three dissents favoring hikes; Treasury yields at cycle highs
  • NXP in talks to acquire Ambarella; AMBA spikes
  • Reddit beats earnings with revenue up 61%, raises Q3 guidance
  • Roblox shares slump 26% on weak DAU and bookings guidance
  • Tesla denies selling China business; NHTSA probe ongoing