WS #13261
No material new developments in the last 30 minutes. The dominant US-Iran de-escalation narrative and the MAG7 divergence (Apple weak, Amazon/Microsoft strong) remain unchanged. No counter-signals or new data points surfaced in this window.
Topics
Key developments
- Trump halts Iran strikes pending deal; Iran denies Hormuz reopening agreement
- OPEC+ approves 188k bpd September output hike, but supply remains constrained
- Ukraine strikes Saratov refinery and Engels airfield, escalating energy war
- Apple's post-earnings drop contrasts with Amazon and Microsoft strength; NVIDIA regains most valuable company
- SpaceX under heavy short pressure ahead of earnings and share unlock
- Bitcoin weak near $63K; Coldcard hack balloons to $88M; Coinbase down 10.6%