WS #13792
No material new developments in the last 30 minutes. The dominant energy/geopolitical narrative remains unchanged, with no counter-signals or de-escalation observed. Corporate news flow is quiet, with no new earnings, M&A, or analyst actions that would alter the current market outlook.
Topics
Key developments
- Ukrainian drone strike on Nizhnekamsk oil refinery kills 13, escalating supply disruption fears
- Iran hardens Hormuz demands, keeping oil supply risks elevated; Brent above $85
- Intel launches $15B stock offering, diluting shareholders; stock falls premarket
- Microsoft plans Maia 300 AI chip unveiling in September, targeting 300,000 units via TSMC
- Jefferies downgrades Apple to Underperform on iPhone demand concerns
- Boeing transfers Wisk Aero, SkyGrid, and Insitu to Archer Aviation for ~20% stake
- Strategy sells 1,690 BTC for $108.6M to repurchase STRC shares, reducing holdings to 840,447 BTC
- GameStop may drop $56B eBay bid in favor of partnership, lifting GME