WS #11085
No genuinely new market-moving developments have emerged in the last 30 minutes. The dominant signals from the previous window—SCOTUS rulings, ALGT guidance, chip rally, and oil slump—remain unchanged with no new data points or counter-signals. The macro narrative is stable with no escalation or de-escalation.
Topics
Key developments
- Supreme Court strikes down limits on coordinated party campaign spending
- Supreme Court upholds birthright citizenship, rejecting Trump's executive order
- Allegiant Travel raises Q2 2026 adjusted EPS guidance to at least $1.25
- Susquehanna raises price targets on Lam Research, Applied Materials, Teradyne, Advanced Energy Industries
- Oil prices decline as Strait of Hormuz traffic tentatively reopens; Iraqi production stable