WS #11267
No material new developments in the last 30 minutes. The previous synthesis remains current with no new data points to report.
Topics
Key developments
- Tesla Q2 deliveries surge 25% YoY to 480,126, crushing estimates
- Microsoft launches Frontier Company with $2.5B investment for enterprise AI
- Apple ramps foldable iPhone production target to 10 million units
- Iran threatens 'forceful response' to vessels deviating from approved Hormuz routes
- US June payrolls miss badly at 57,000, stagflation fears rise
- South Korea KOSPI plunges 8% on chip overcapacity fears; Samsung, SK Hynix down 9-14%