WS #13150
No material new developments in the last 30 minutes. The dominant narratives (Amazon surge, Apple plunge, Fed hawkishness, Iran escalation) remain unchanged with no new data points or counter-signals. Key_developments is empty.
Topics
Key developments
- Amazon (AMZN) surges ~15% on AWS 37% growth and $220B capex raise
- Apple (AAPL) plunges ~10% on component shortage forecast, erasing ~$500B
- Iran strikes US assets in Kuwait/Bahrain and claims Hormuz closed; oil spikes
- US Treasury prepares for yen intervention via NY Fed
- KKR near deal to buy Integer Holdings at ~$127/share
- Cameco announces IPO plan for Westinghouse