WS #5830
No genuinely new material developments in the last 10 minutes. The previous synthesis remains current with no counter-signals or de-escalation observed.
Key developments
- Intel Q1 revenue beats estimates, stock surges 28% pre-market
- Meta signs multi-year deal with AWS to deploy hundreds of thousands of Graviton chips for AI
- Iran drops more mines in Strait of Hormuz, US enforces blockade; oil prices surge
- Pentagon leak proposes suspending Spain from NATO over Iran war stance
- AbbVie receives FDA rejection on wrinkle drug due to manufacturing issues
- Organon climbs 25% pre-market on $13B buyout bid from Sun Pharma
- Germany slashes 2026 growth forecast to 0.5% due to Iran war energy costs
- DA Davidson upgrades AMD to Buy with $375 price target