WS #12069

From 499 msgs · 5 key-dev

No material new developments in the last 30 minutes. The dominant narratives (US-Iran conflict, IBM plunge, Goldman earnings, CPI data) remain unchanged with no new data points or counter-signals.

Topics

Key developments

  • Iran's IRGC strikes US allies in Bahrain and Kuwait, threatens Hormuz blockade
  • IBM plunges ~25% on Q2 miss, warns AI infrastructure spending cuts into software budgets
  • Goldman Sachs Q2 revenue $20.34B vs $16.13B est., shares up 7.5%
  • Lucid Motors denies bankruptcy rumors after 50% intraday plunge
  • US June CPI 3.5% YoY vs 3.8% est., core 2.6% vs 2.8% est., reducing Fed rate hike fears