WS #13170
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains unchanged and escalating, with no counter-signals or de-escalation. The MAG7 divergence (Amazon surge vs Apple decline) persists without new data points. No new actionable market-moving information to report.
Topics
Key developments
- US plans heaviest bombing campaign on Iranian energy infrastructure as soon as this weekend
- Iran names regional targets including Saudi Ghawar, UAE Ruwais, Qatar North Field, Israel Leviathan
- Amazon surges 15.3% on AWS growth, raises capex to $220B
- Apple falls ~10% on supply constraints, weak guidance; loses ~$400-500B market cap
- Treasury Secretary Bessent's notepad reveals plan to buy Japanese yen $5-10B; Japanese authorities intervene
- Three Fed officials dissent in favor of higher rates; Treasury yields climb on inflation worries
- Strategy evaluating selling up to $5B of Bitcoin holdings; Bitcoin near $63,400