Only what changed while you slept.
The One Thing
Write & send outreach batch 3, 10 emails (WGC)
Six mornings in a row now. Skip the other nine, just write and send the first email today.
Still under the 3-send trial minimum, so this batch hasn't actually been judged yet.
Istanbul. Partly cloudy. High 30C (86F), low 23C (73F). No meaningful rain expected.
| Time | Temp | Conditions | Rain |
|---|---|---|---|
| 6am | 23C (73F) | Partly cloudy | 0% |
| 9am | 25C (77F) | Partly cloudy | 0% |
| 12pm | 29C (84F) | Mostly clear | 0% |
| 4pm | 30C (86F) | Mostly clear | 0% |
| 8pm | 26C (79F) | Mostly clear | 0% |
Sunrise 06:04, sunset 20:14. Source: Open-Meteo.
Take: DaVita and Insulet led the downside after both topped Q2 estimates but only reaffirmed or cut guidance, the market punishing "good quarter, cautious outlook" hard. Energy and gold moved in a mirror image, EOG down and Newmont up, both tracing back to oil's slide on Iran/Hormuz de-escalation hopes.
No common thread here either, spans an auto supplier, a utility, a REIT, a chipmaker and a pest-control company.
Actual EPS not yet in the feed for these, estimates only.
She's "prepared to act by raising rates, if necessary" if inflation doesn't resume cooling, even after backing the July hold, flagging tariffs, oil and AI capex spending as the three drivers she's watching. So what: a sitting Fed governor floating hikes, not just holds, is a notably hawkish signal given markets have been pricing rate-cut hopes off falling oil.
Mariano-Florentino (Tino) Cuellar, a former California Supreme Court justice and Carnegie Endowment president, joins to lead policy, international engagement and government relations as AI governance debates intensify worldwide.
Demis Hassabis stepped down as CEO to become chair and chief scientist, handing day-to-day control of Gemini 4 to newly promoted SVP Koray Kavukcuoglu, while co-leads Jeff Dean and Oriol Vinyals left alongside Quoc Le and Sanjay Ghemawat to launch a new startup, Discovery Loop, focused on automating scientific research.
It's steering internal developers toward OpenAI's top-tier coding model over rivals, a sign Microsoft wants to concentrate usage to get more value from its massive OpenAI token spend.
UNAM's first-ever online entrance exam produced a spike in perfect scores (16% of applicants versus a historical 3%), so the university nullified about 3,000 tests, forced 58,000 people to retake the exam in person, and paused enrollment while it investigates.
Quiet. No assigned tasks came back with a due date at or before today.