WS #13150
Holding: newest synthesis is 104d old
No material new developments in the last 30 minutes. The dominant narratives (Amazon surge, Apple plunge, Fed hawkishness, Iran escalation) remain unchanged with no new data points or counter-signals. Key_developments is empty.
Topics
Key developments
- Amazon (AMZN) surges ~15% on AWS 37% growth and $220B capex raise
- Apple (AAPL) plunges ~10% on component shortage forecast, erasing ~$500B
- Iran strikes US assets in Kuwait/Bahrain and claims Hormuz closed; oil spikes
- US Treasury prepares for yen intervention via NY Fed
- KKR near deal to buy Integer Holdings at ~$127/share
- Cameco announces IPO plan for Westinghouse