WS #11278
No material new developments in the last 30 minutes. The dominant narrative from the previous window—tech-to-cyclicals rotation, semiconductor selloff, and Saudi Hormuz flows recovery—remains unchanged with no new data points or counter-signals to report.
Topics
Key developments
- June nonfarm payrolls miss sharply, easing rate hike fears
- Saudi Arabia resumes oil shipments through Strait of Hormuz; UBS cuts oil price forecasts
- Meta's AI agent development falls behind expectations; Zuckerberg internal town hall
- Apple stock recovers 5% after price hike drop; Wall Street skeptical
- Tesla down 7.5% despite record Q2 deliveries; Musk backlash easing?
- Lockheed Martin frontrunner to acquire Ultra Maritime for ~$3.5B
- Seer stock surges 30% on CEO buyout proposal at $2.45/share
- Microsoft invests $2.5B in AI consulting business 'Frontier Company'