WS #13152
No material new developments in the last 30 minutes. The dominant narratives (Amazon surge, Apple plunge, Iran oil risk, Fed hawkishness) remain unchanged with no new data points or counter-signals. Key_developments is empty.
Topics
Key developments
- Amazon surges 15% on AWS growth and raised capex, while Apple plunges 10% on supply constraints
- Iran conflict escalates: oil rises ~1.77% to $85.07, Hormuz crossings down 77%
- Fed officials dissent for rate hike; TLT falls to lowest since 2004
- KKR nears deal to take Integer Holdings private at $127/share
- Reddit plunges ~20% on lack of new AI deals
- Meta sees large dark pool order and buy call after 9% drop
- Strategy (MSTR) falls 4.5% on massive unrealized crypto loss