WS #6298
No material new developments in the last 30 minutes. The dominant narratives remain unchanged: US-Iran tensions with oil above $110/bbl, Apple's blowout earnings, and the end of the DHS funding shutdown. No counter-signals or de-escalation signals detected.
Key developments
- Apple Q2 EPS $2.01 beats $1.96, revenue $111.2B beats $109.66B, Q3 guidance 14-17% growth crushes 9.5% est.
- US gas reaches $4.30/gallon; oil at highest since 2022; Trump to be briefed on new Iran military options
- Iranian President Pezeshkian says Iran exercises restraint on Hormuz blockade
- Congress passes bill to end 76-day DHS shutdown; Trump signs into law
- UK raises terrorism threat level to 'severe' after Golders Green stabbing
- Roku Q1 revenue $1.25B beats $1.20B est., EPS $0.57 beats $0.40 est., platform revenue up 28%