WS #10691
No genuinely new material developments in the last 30 minutes. The dominant narratives from the prior window—AI infrastructure buildout, sticky inflation, oil supply risk, and Bumble M&A—remain stable with no new data points or counter-signals. The only change is the passage of time; no new headlines, price moves, or policy shifts have emerged to alter the existing market thesis.
Topics
Key developments
- Core PCE inflation hits 4.1% YoY, three-year high, reinforcing rate hike fears
- Bumble exploring sale, hires Morgan Stanley; stock up 15%, circuit breaker triggered
- Apple raises Mac/iPad prices 20% due to RAM crisis; bullish for margins
- Micron Q3 EPS beat, Q4 guide above estimates; stock up 17%
- Iran tightens grip on Strait of Hormuz; oil risks fresh shocks
- Pelosi buys NVDA, AMZN calls, GOOGL calls, AVGO; sells AAPL, DIS, PYPL
- UK Labour leadership timetable set; Andy Burnham could be PM by July 17
- Qualcomm price target raised to $235 from Bernstein