WS #13340
No material new developments in the last 30 minutes. The dominant risk-on narrative (Iran de-escalation, AMZN $3T, PLTR/AMD earnings) remains unchanged with no counter-signals or fresh catalysts.
Topics
Key developments
- US-Iran de-escalation hopes drive oil below $80 and fuel risk-on rally
- Amazon crosses $3 trillion market cap on AWS growth and AI capex
- Palantir and AMD earnings after the bell with bullish options flow
- Trump criticizes Exxon and Chevron for 'too much money' on high oil prices
- Apple challenges UK backdoor order on encrypted iCloud data