WS #6329
No material new developments in the last 30 minutes. The dominant narrative remains unchanged: Iran war and Strait of Hormuz disruption continue to support energy prices, while the Iran peace proposal via Pakistan remains a potential counter-signal but no new updates. Other themes (defense AI contracts, earnings beats) are unchanged from previous synthesis.
Key developments
- Iran submits new peace proposal to U.S. via Pakistani mediators
- Apple beats Q2 estimates, raises guidance, announces $100B buyback
- Pentagon signs AI contracts with SpaceX, OpenAI, Google, NVIDIA
- Crown Castle raises FY2026 FFO guidance, announces $1B buyback
- Moderna beats Q1 sales expectations, finds growth outside US
- Eli Lilly lifts 2026 outlook after Q1 beat; FDA tightens GLP-1 compounding rules
- NVIDIA dark pool trade of 800,000 shares detected; competition concerns persist
- Occidental CEO Hollub to retire; Jackson selected as successor