WS #6277
No material new developments in the last 30 minutes. The dominant narrative remains the Iran war and oil price impact, with no counter-signals or de-escalation observed.
Key developments
- Iran's supreme leader vows to protect nuclear/missile capabilities as Strait of Hormuz crisis deepens
- Meta Platforms (META) plunges 9%+ on raised capex guidance and first-ever DAU decline
- Alphabet (GOOGL) surges 6%+ on strong cloud growth and multiple analyst PT raises
- ECB signals potential June rate hike if energy prices and Iran war don't improve
- Blue Owl Capital (OBDC) surges 10% on 10x SpaceX investment return ahead of record IPO
- Apple (AAPL) reports Q2 earnings after bell with expected 20% iPhone growth