Skip the batch entirely today. Open the list, find the next name on it, and send that one email. Nothing else has to happen.
Morning 3. Outreach doesn't get judged off one send, it needs three real attempts before you call it either way.
Istanbul. Partly cloudy. High 30C (86F), low 22C (72F). No meaningful rain expected.
Time
Temp
Conditions
Rain
6am
22C (72F)
Partly cloudy
0%
9am
25C (77F)
Partly cloudy
3%
12pm
28C (82F)
Partly cloudy
3%
4pm
30C (86F)
Mostly clear
0%
8pm
26C (79F)
Clear
0%
Sunrise 06:02, sunset 20:18. Source: Open-Meteo.
After the closeS&P 500 scan · 506 names · still Fri Jul 31
Take: Same session as yesterday's report, nothing has traded since Friday. Amazon's AWS beat and Apple's supply-constrained guidance remain the story: AMZN up 15.3% on a blowout AWS number, AAPL down 7.3% as DRAM and advanced-node capacity gets routed to AI chips instead of iPhones. The building-materials cluster near 52-week lows (MLM, CRH, LII, BLDR) is still the one thread worth watching into today's open. Monday's earnings calendar has Oneok, Diamondback, Vertex, Williams, Marriott, and Palantir all set to report around today's open, but no real price reaction is in yet since the US session hasn't started.
Abnormal movers, move vs the stock's own typical range
Oil slumped and gold rose after Trump held off on an Iran strike, with fresh talks now set for Monday and no deadline attached.
Market newsnot repeated from overnight
AstraZeneca held talks with Bristol Myers Squibb on a ~$400B deal
A source told Reuters the two drugmakers discussed a merger that could be worth roughly $400 billion. Nothing is signed and it could still fall apart, but the scale alone would make it one of the largest pharma mergers ever attempted.
Bessent pushes for a "bigger Fed backstop" alongside the yen move
Treasury Secretary Bessent said he's ready to repeat Friday's yen intervention and is pushing for a bigger Fed backstop, tying the currency move directly to pressure on the Fed's rate path. Worth watching how that lands heading into the next Fed meeting.
Claude's "private" share links turned up in Google search results
Anthropic confirmed that publicly shared Claude chats and artifacts, some containing health records and private documents, were getting indexed and surfacing in Google and Bing search when they'd been posted somewhere crawlers could see. The company says default chats stay private and the exposed links are no longer searchable, but it's a reminder to check what "share" actually does before sending a client a Claude link.
Meta is wrestling with an AI compute capacity dilemma
Mark Zuckerberg laid out the tradeoff Meta now faces on its AI buildout: whether to keep leasing spare data-center capacity for cash or hold it back for its own model training as compute gets tighter. It's a sign the AI infrastructure race is shifting from "build everything" to harder calls on what to sell versus what to keep.
Google's "Recent" search filter (Tools > Recent, including the past-hour option) stopped working and has now been fixed. If you were troubleshooting a client's rankings with that filter in the last week, treat those results as unreliable. Roundtable
Google Analytics added new campaign diagnostics that flag missing aggregate identifiers (gclid/gbraid/wbraid). Useful if a client's GA4-to-Ads attribution has looked off lately, this should make it faster to spot why. Search Engine Land
OpenAI appears to be testing chatbot-native ad units inside ChatGPT that can launch an AI agent to complete a task, not just display a banner. If it ships, it's a genuinely new ad format worth evaluating for clients already experimenting with AI-search budgets. Search Engine Land
Google signaled it may start treating indexed internal site-search result pages as a site-quality issue, similar to how it treats hacked content. Worth auditing whether any client site is letting its internal search results get crawled and indexed. SEJ
Google quietly dropped its guidance against blocking internal search results from crawling, but Roundtable's sources say the practical advice hasn't actually changed. Don't let the doc edit alone move a client's noindex decisions. Roundtable