WS #11273
No genuinely new market-moving developments have emerged in the last 30 minutes. The previous synthesis remains current, with no counter-signals or de-escalation to report.
Topics
Key developments
- US June jobs report misses badly: +57K vs +110K expected, prior months revised down
- Meta's Zuckerberg says AI spend strains stock, expects benefits in 3-6 months
- O'Reilly Automotive bids over $10B for Genuine Parts' auto division; GPC surges 14%
- Tech rotation: Dow hits record, semiconductors sell off; Micron down 10%
- Tesla drops ~7% despite Q2 delivery beat; profit-taking and JPMorgan Neutral rating weigh