QATAR DENIES PARTICIPATION IN MILITARY ACTION AGAINST IRAN - MIZAN
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U.S. STATE DEPARTMENT APPROVES POSSIBLE FOREIGN MILITARY SALE TO GREECE OF SWITCHBLADE 300 BLOCK 20 LETHAL MINIATURE AERIAL MISSILE SYSTEMS
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MERCK RECEIVED U.S. FDA APPROVAL FOR LIPFENDRA (ENLICITIDE), THE FIRST ONCE-DAILY ORAL PCSK9 INHIBITOR, PROVIDING A NEW ORAL OPTION TO SIGNIFICANTLY LOWER LDL CHOLESTEROL IN ADULTS.

THE APPROVAL SUPPORTS MERCK'S POST-KEYTRUDA GROWTH STRATEGY, WITH ANALYSTS EXPECTING MULTI-BILLION-DOLLAR SALES POTENTIAL AS THE DRUG COMPETES WITH EXISTING INJECTABLE PCSK9 THERAPIES.
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BRAZIL'S VICE PRESIDENT GERALDO ALCKMIN SAID U.S. TARIFFS ARE UNFAIR, UNREASONABLE, AND BASED ON FALSE PREMISES, ARGUING THE U.S. ALREADY RUNS A TRADE SURPLUS WITH BRAZIL WHILE MOST U.S. EXPORTS ENTER BRAZIL DUTY-FREE.
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BRAZIL REAFFIRMED ITS COMMITMENT TO FREE TRADE, WTO RULES, AND THE MULTILATERAL TRADING SYSTEM, WHILE SAYING IT WILL DECIDE AT THE APPROPRIATE TIME WHETHER TO USE ITS NEW RECIPROCITY LAW IN RESPONSE TO ANY U.S. TRADE MEASURES.
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NASDAQ UNOFFICIALLY CLOSES DOWN 400.31 POINTS OR 1.52% AT 25,868.92
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S&P 500 UNOFFICIALLY CLOSES DOWN 40.10 POINTS OR 0.53% AT 7,532.30
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DOW JONES UNOFFICIALLY CLOSES DOWN 159.02 POINTS OR 0.30% AT 52,499.62
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NETFLIX Q2: EPS $0.80 (EST $0.79); REVENUE $12.56B (EST $12.58B); FREE CASH FLOW $1.53B (EST $2.72B); Q3 OUTLOOK: EPS $0.82 (EST $0.84), REVENUE $12.86B (EST $13.0B), OPERATING INCOME $4.27B (EST $4.36B), OPERATING MARGIN 33.2% (EST 33.5%); NARROWS FY REVENUE GUIDANCE TO $51.0B-$51.4B; MAINTAINS FY OPERATING MARGIN 31.5% AND FREE CASH FLOW ~$12.5B; 2026 ADVERTISING REVENUE ON TRACK FOR ~$3B
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U.S. FIGHTER JETS LAUNCH MISSILE ATTACK ON IRANSHAHR AIRPORT WITH THREE LOUD EXPLOSIONS REPORTED BY LOCAL RESIDENTS - TASNIM NEWS
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INTUITIVE SURGICAL Q2: REVENUE $2.892B (EST $2.820B); ADJ NET INCOME $1.000B (EST $897.8M); EPS $2.29; ADJ EPS $2.80 (EST $2.50); EXPECTS FY DA VINCI PROCEDURE GROWTH OF ~13.5%-15.5%, CLOSER TO MIDPOINT
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TASNIM REPORTER: ATTACKS TARGETED BRIDGE CONNECTING BANDAR ABBAS TO SHIRAZ, KNOWN AS BANDAR ABBAS-KHORSTAN-LAR BRIDGE; POWER OUTAGES AFFECTING KAHORSTAN AREAS
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AUSTRALIA'S ELECTRICAL TRADES UNION: BHP HIGH-VOLTAGE WORKERS OVERWHELMINGLY ENDORSE INDUSTRIAL STOPPAGES.

97.5% OF BHP HIGH-VOLTAGE WORKERS BACK INDUSTRIAL STOPPAGES AFTER FOUR MONTHS OF TARGETED WORK BANS, WITH THE UNION SEEKING TRANSPARENT JOB CLASSIFICATIONS, PAY PARITY, AND IMPROVED EMPLOYMENT CONDITIONS.
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ALCOA Q2: REVENUE $3.966B (EST $3.939B); EPS $1.53; ADJ EPS $2.12 (EST $2.06); ADJ NET INCOME $562M (EST $566.2M)
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BRIDGE IN BANDAR KHAMIR TARGETED IN U.S. ATTACK - IRAN'S FARS NEWS AGENCY
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CHIP SELLOFF WEIGHS ON STOCKS AS AI SPENDING CONCERNS GROW

• U.S. STOCKS DECLINED AS A 4.3% DROP IN CHIPMAKERS FUELED CONCERNS THAT MASSIVE AI INVESTMENTS MAY NOT JUSTIFY CURRENT VALUATIONS

• THE NASDAQ 100 FELL 1.6%, WHILE ALPHABET DROPPED 4.4% AFTER REPORTS ITS FLAGSHIP AI MODEL IS MONTHS BEHIND SCHEDULE

• TSMC'S STRONG RESULTS AND HIGHER CAPEX GUIDANCE FAILED TO LIFT SENTIMENT, WITH INVESTORS QUESTIONING THE RETURNS ON AI SPENDING

• GEOPOLITICAL RISKS REMAINED ELEVATED AS THE U.S. INTENSIFIED STRIKES AGAINST IRAN, KEEPING INFLATION AND ENERGY SUPPLY CONCERNS IN FOCUS

• FED OFFICIALS JEFF SCHMID AND LORIE LOGAN MAINTAINED A HAWKISH TONE, WARNING THAT PERSISTENT INFLATION COULD REQUIRE HIGHER INTEREST RATES

• U.S. ECONOMIC DATA REMAINED RESILIENT, WITH JOBLESS CLAIMS FALLING AND RETAIL SALES RISING MODESTLY, SUPPORTING THE VIEW OF A STABLE CONSUMER

• CORPORATE HIGHLIGHTS INCLUDED UNITEDHEALTH RAISING GUIDANCE, MERCK WINNING FDA APPROVAL FOR A CHOLESTEROL PILL, ELI LILLY BUYING ATAIBECKLEY, AND UBER ACQUIRING DELIVERY HERO

• INVESTORS ARE NOW LOOKING TO EARNINGS SEASON TO DETERMINE WHETHER STRONG AI SPENDING AND CONSUMER RESILIENCE CAN SUPPORT CURRENT MARKET VALUATIONS
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COCA-COLA'S FAIRLIFE TEMPORARILY SUSPENDS U.S. PRODUCTION AFTER A RANSOMWARE INCIDENT THAT DISRUPTED SYSTEM ACCESS, THOUGH THE COMPANY SAID PRODUCT QUALITY AND SAFETY REMAIN UNAFFECTED.

THE CYBERATTACK HAS NOT IMPACTED FAIRLIFE'S CANADIAN OPERATIONS, WHILE THE COMPANY CONTINUES ITS INVESTIGATION WITH EXTERNAL CYBERSECURITY ADVISERS AND HAS NOTIFIED LAW ENFORCEMENT.
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VENEZUELA'S RODRIGUEZ: OIL PRODUCTION TO REACH 1.4M BPD BY YEAR-END
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BRAZIL'S ROSA: U.S. ASKED BRAZIL TO LIMIT RARE EARTH INVESTMENT BY COUNTRIES NOT COMPLYING WITH MARKET RULES; BRAZIL WILL NOT ACCEPT THIS CONDITION
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VERY LOUD EXPLOSIONS HEARD IN KUWAIT, SOUND ALSO AUDIBLE IN BASRA - IRAQI MEDIA CITING FARS NEWS
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BANDAR ABBAS RAILWAY JUNCTION STATION TARGETED BY U.S. ATTACK, TWO INJURED - IRAN'S YJC NEWS AGENCY
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