WS #13146
No material new developments in the last 30 minutes. The dominant narratives (Amazon surge, Apple supply warning, US-Iran escalation) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Amazon surges ~15% on AWS acceleration and raised capex to $220B
- Apple plunges ~10% on 'hundred-year flood' memory shortage and weak guidance
- Iran strikes tankers in Strait of Hormuz and drones US bases in Kuwait/Iraq
- Two-week ceasefire framework for Hamas disarmament reported
- Pentagon seeks $18.2B to replenish missile stockpiles
- Fed's Logan favors rate hike; US Treasury warns of FX intervention