WS #13101
Holding: newest synthesis is 41d 8h old
No material new developments in the last 30 minutes. The tech rally narrative from the previous window remains dominant with no new data points or counter-signals. The geopolitical situation (US-Iran) and rate concerns are unchanged from the prior assessment.
Topics
Key developments
- Microsoft surges 16% on Azure growth, easing AI spending fears
- Amazon Q2 revenue beats, AWS growth 37% YoY, stock up 9% after hours
- Apple drops 6% after hours on supply constraints and weaker guidance
- Iran claims ballistic missile strike on Jordan base destroying US F-35s
- Japan intervenes in yen, US Treasury calls yen 'very undervalued'
- Brent crude jumps 6.6% to $89.61 on Hormuz risk and low SPR
- Trump announces Hamas disarmament deal, but hurdles remain