WS #10631
No material new developments detected in the last 30 minutes. The dominant signals from the previous synthesis (Micron earnings, Qualcomm guidance, Fed stress test results, bank capital actions, Bitcoin decline) remain unchanged and are not refuted by any new data. No counter-signals or non-dominant-narrative developments have emerged.
Topics
Key developments
- Micron Q3 FY26 earnings crush estimates; revenue $41.46B vs $35.25B est, EPS $25.11 vs $20.28 est; shares surge ~10% after hours
- Fed stress test results: all 32 major US banks pass; Goldman Sachs, Morgan Stanley, Wells Fargo, State Street, BNY Mellon announce dividend increases and buybacks
- Qualcomm raises FY29 non-handset revenue target to $40B (2x prior), targets $15B+ data center AI revenue, $10B automotive, $14B+ IoT; FY29 non-GAAP EPS target $18+
- Bitcoin falls to ~$60,800, down 2.57%; broader crypto sell-off continues
- Trump says Exxon, Chevron among companies investigated as part of gas prices surge