WS #13235
No material new developments in the last 30 minutes. The dominant US-Iran de-escalation narrative remains unchanged, with no new data points or counter-signals. MAG7 divergences (Apple weakness, Amazon strength) and the coordinated yen intervention are unchanged from prior coverage.
Topics
Key developments
- Trump cancels Iran attack, cites agreed deal perimeters including Hormuz reopening
- Amazon stock surges 15% on AWS 'home run' quarter, Wall Street raises targets
- Apple falls on weak revenue forecast due to memory shortage
- Russian missile strikes kill at least 10 in Kyiv; Ukraine drones Russian oil refineries
- OPEC+ expected to raise output by 188k bpd in September