WS #13357
No material new developments in the last 30 minutes. The prevailing risk-on narrative (record Dow, oil decline on US-Iran de-escalation, tech megacap rally, PLTR/SNAP earnings beats) remains intact with no new data points or counter-signals. The only previously noted counter-signal (25-state tariff lawsuit) has not advanced. No new catalysts to report.
Topics
Key developments
- US-Iran de-escalation hopes drive oil down ~5%, fueling risk-on rally
- Amazon hits $3 trillion market cap, tech megacaps surge
- Palantir crushes Q2 earnings, revenue up 93%, raises guidance
- 25 states sue Trump administration over new tariffs
- Trump pressures Chevron and ExxonMobil to cut retail prices
- Ichor Holdings plunges ~14% after hours on soft guidance
- Whirlpool misses Q2 revenue estimates, lowers guidance