WS #13166
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains stable-to-escalating with no new data points, and the MAG7 divergence (AMZN surge, AAPL decline) persists without fresh catalysts. No counter-signals or de-escalation signals emerged in this window.
Topics
Key developments
- Iran closes Strait of Hormuz, plans missile/drone attacks on energy targets; oil prices rise ~2.7%
- Amazon surges 15.3% on blowout Q2 earnings, AWS growth 37%, AI capex paying off
- Apple falls 7.35% on weak guidance and supply constraints, despite record iPhone revenue
- Fed dissents defend rate hikes, 30-year Treasury yield hits 5.26% (highest since 2007)
- Exxon and Chevron report massive Q2 profits on high oil prices
- Hamas agrees to disarm under Trump plan, Board of Peace publishes roadmap for Gaza ceasefire