WS #7747
No material new developments in the last 30 minutes. The prior window's narrative—strong earnings beats, Treasury selloff, oil draw, geopolitical risks—remains intact without escalation or counter-signals. No new data points warrant updating the key developments.
Key developments
- Treasury block sales trigger bond capitulation selloff; rate hike odds rise
- Toll Brothers FQ2 earnings beat, guidance raised; shares up 3.34% after hours
- Roblox announces $3B share repurchase program; stock initially up 5%
- Trump postpones Iran strike; massive options bet on Brent plunge rattles oil market
- US East power grid declares emergency as heatwave drives power price surge
- Andrej Karpathy joins Anthropic; Sydney Sweeney in advanced talks as strategic advisor
- AMD and Dell AI GPUs launch July 2026
- Analog Devices to buy Empower Semiconductor for $1.5B to boost AI power portfolio