WS #6286
No material new developments in the last 30 minutes. The dominant narratives from the previous window—Iran conflict, MAG7 earnings divergence, DHS shutdown resolution, and ECB rate decision—remain unchanged with no new data points or counter-signals.
Key developments
- Alphabet (GOOGL) surges ~10% on strong cloud revenue and AI monetization
- Meta (META) plunges ~9% on higher capex guidance and user decline
- Microsoft (MSFT) falls ~5%, on track for 13th straight earnings-day decline
- US House passes bill to fund DHS, ending 75-day partial shutdown
- ECB holds rates at 2%, flags inflation risks from Middle East energy prices
- Iran's supreme leader vows to protect nuclear and missile capabilities; UN calls for Hormuz reopening
- Trump removes tariffs on Scottish whiskey, boosting Diageo
- Hyperscaler AI capex estimates top $1 trillion by 2027; US computer investment hits record