WS #11441
No genuinely new market-moving developments have emerged in the last 30 minutes. The dominant oil market normalization narrative remains stable with no new data points, and the Microsoft layoff and Foxconn revenue stories are unchanged. No counter-signals or non-dominant-narrative developments were detected.
Topics
Key developments
- OPEC+ approves 188,000 bbl/d output increase for August as Strait of Hormuz reopens
- US June jobs report misses badly: 57,000 vs 115,000 expected, lowering rate hike odds
- NVIDIA unveils revenue-sharing AI factory model, partners to deploy up to 170,000 GPUs
- Apple supplier Tata Electronics hacked, 630GB of iPhone 18 Pro data leaked
- Meta plans cloud business to sell excess AI compute, competing with AWS and Azure