WS #11260
No material new developments in the last 30 minutes. The dominant narrative remains stable with no counter-signals or de-escalation to report.
Topics
Key developments
- June US jobs miss (57K vs 115K) delays Fed rate hike bets, gold surges 2.5%
- Semiconductor rout deepens: Meta cloud compute plans and Anthropic custom chip with Samsung spark oversupply fears
- German prosecutors accuse Ukraine of ordering Nord Stream pipeline attack
- Apple bull flag breakout confirmed; plans for five new iPhones including foldable Ultra
- Tesla Q2 deliveries beat (480K vs 406K est) but stock falls 7% on profit-taking