daily notes

Bloomberg reports that Stripe finalized an agreement to acquire OpenRouter for more than $7 billion, citing people familiar with the matter. Stripe told TechCrunch it does not comment on rumors or speculation, so the transaction remains unconfirmed by either company.

With about 83% of the STOXX Europe 600 reported, FactSet calculates aggregate earnings growth of 20% and sales growth of 9.5%. Energy led both, while the index traded at 14.2 times forward earnings.

The first preliminary estimate puts real GDP up 0.3% quarter over quarter, or 1.1% annualized. Net exports contributed 0.5 percentage point while domestic demand subtracted 0.2 point and business investment fell 1.2%.

The June 30 Form 13F reports SpaceX at $4.67 billion, the filing's largest disclosed line and absent from Atreides' prior-quarter filing. It is a quarter-end holdings snapshot, not proof of when the position was acquired.

The July indicators show the level-of-activity measure rising from 0.14 to 0.25 and momentum from 0.16 to 0.37. Both are monthly, seasonally adjusted readings.