WS #13163
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative and MAG7 divergence remain unchanged, with no counter-signals or de-escalation news.
Topics
Key developments
- US and Israel preparing major strikes on Iranian energy infrastructure this weekend
- Amazon surges 15.3% on record AWS growth and tripled profits
- Apple falls 7.35% on weak guidance due to memory chip shortages
- Situational Awareness hedge fund collapses, forced to sell holdings to Ken Griffin
- Treasury yields spike on Fed credibility concerns and Japanese intervention
- Nvidia reclaims title of world's largest company, overtaking Apple
- Ferguson Enterprises to join S&P 500, replacing Electronic Arts
- Fed Chair Warsh considering reducing frequency of policy meetings