WS #13158
No material new developments in the last 30 minutes. The dominant themes (Big Tech earnings divergence, US-Iran escalation, Fed hawkish signals) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Amazon surges 15% on record cloud growth, easing AI overspending fears
- Apple falls 7% on supply constraints, enters correction territory
- US and Israel preparing to bombard energy targets in Iran as soon as this weekend
- Fed Chair Warsh considering reducing frequency of policy meetings
- Bitcoin falls below $63k, analysts warn of drop to $59k
- Exxon and Chevron report blowout profits on war-driven crude prices
- Michael Burry expands short positions in Nvidia and Micron
- Westinghouse files for IPO amid nuclear renaissance