WS #13148
No material new developments in the last 30 minutes. The dominant themes (AMZN surge, AAPL plunge, NVDA reclaiming top spot, oil/Hormuz escalation, Fed hawkish repricing) remain unchanged with no counter-signals or de-escalation. Key developments array is empty.
Topics
Key developments
- Apple plunges ~10% on '100-year flood' memory costs and weak guidance; Nvidia reclaims most-valuable-company title
- Amazon surges ~15% on AWS +37% growth and $600M tariff refund, validating AI capex
- Brent crude rises above $90 as Iran strikes Kuwait and claims Hormuz closed; oil-shuttling trade picks up
- US 10Y yield hits 4.739% (highest since Jan 2025); TLT below $82; 69% odds of September Fed hike
- NHTSA opens investigation into 1.2M Tesla vehicles over suspension failures
- Euro-area inflation rises to 2.9% on 10% energy costs, reinforcing hawkish ECB and global inflation fears