WS #5765
No material new developments in the last 10 minutes. The Iran-US conflict escalation, Tesla earnings, SOX milestone, Warner Bros merger, Morgan Stanley gold target cut, and EU Ukraine loan remain unchanged from the previous window.
Key developments
- Iran threatens 'Stargate' AI data centers as conflict escalates
- Tesla Q1 earnings beat estimates, gross margin surprises to the upside
- Warner Bros shareholders approve $111 billion Paramount Skydance merger
- SOX index hits new all-time high, extends winning streak to 16 days
- Spirit Airlines in 'very advanced' talks with US government for rescue funding
- White House warns China's AI theft exposed ahead of Trump-Xi summit
- Siemens Energy hikes full-year guidance after strong quarter
- Regeneron wins FDA approval for hearing loss therapy