WS #6106
No material new developments in the last 30 minutes. The dominant narratives remain unchanged: Iran-US tensions with elevated oil prices, positive earnings season providing stock-specific catalysts, and the China block of Meta's acquisition of Manus. No counter-signals or de-escalation observed.
Key developments
- Oil surges as Iran peace talks stall, Strait of Hormuz remains closed
- China blocks Meta's acquisition of AI startup Manus
- Nucor beats Q1 estimates, revenue $9.5B vs $8.88B est.
- Oracle to use Bloom Energy fuel cells for 2.45 GW AI data center microgrid
- Bed Bath & Beyond beats Q1 revenue estimates, stock soars
- Celestica beats Q1 estimates and raises FY2026 guidance, stock drops
- LendingClub reports record pre-tax income, raises guidance
- Rambus beats Q1 but guides Q2 sales below consensus