WS #11450
No material new developments in the last 30 minutes. The dominant themes remain unchanged: OPEC+ output increase (bearish oil), Strait of Hormuz tensions (bullish oil), Ukrainian drone attack on St. Petersburg terminal (bullish oil), Tesla robotaxi launch (bullish TSLA), Foxconn strong revenue (bullish AAPL/NVDA), and Fed inflation commentary (bearish growth stocks). No counter-signals or de-escalation observed.
Topics
Key developments
- OPEC+ approves 188,000 bpd output increase from August
- Ukrainian drone attack hits St. Petersburg oil terminal
- Tesla launches robotaxi service in Miami
- Foxconn Q2 revenue jumps 39.8% YoY, beats forecasts on AI demand
- India withdraws emergency natural gas supply curbs as Hormuz LNG resumes
- Fed Chairman Kevin Warsh argues Fed cannot fight inflation