WS #10508
No material new developments in the last 30 minutes. The dominant narrative remains the global tech selloff with selective bullish signals from Carnival and Meta, unchanged from the previous synthesis.
Topics
Key developments
- Carnival Q2 EPS beats, raises FY guidance, cites reversal of Middle East headwinds
- Meta launches $299 AI smart glasses collection with EssilorLuxottica
- NHTSA opens probe into fatal Tesla crash
- Russian oil exports hit 2026 high, supply glut fears rise
- AMD slides 7% premarket amid broad tech selloff