WS #6176
No material new developments in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation to report.
Key developments
- Starbucks Q2 beat and raised guidance; US traffic best in 3 years
- Seagate Technology Q3 beat and strong Q4 guidance on AI storage demand
- Robinhood Q1 miss; crypto revenue plunges 47% QoQ
- Bloom Energy Q1 beat and raised FY2026 guidance dramatically
- Visa Q2 beat and announced $20B stock buyback program
- NXP Semiconductors Q1 beat and Q2 guidance above estimates
- T-Mobile Q1 beat and raised subscriber guidance
- FCC orders review of ABC broadcast licenses amid Trump feud