WS #6410
No material new developments in the last 30 minutes. The dominant narratives (US-Iran war, Spirit Airlines collapse, Alphabet earnings) remain unchanged with no new data points or counter-signals.
Key developments
- Spirit Airlines shuts down, cancels all flights, stranding 810,000 passengers
- Alphabet Q1 earnings beat: revenue $109.9B, Cloud +63%, market cap above $4.6T
- Pentagon signs AI contracts with AWS, Microsoft, NVIDIA for classified military use
- Trump announces 25% tariff on EU auto imports, threatening German economy
- US withdraws 5,000 troops from Germany amid tensions with Merz over Iran war
- Iran warns renewed fighting 'likely', US rejects Iran's proposal
- Indonesia to import 150 million barrels of Russian oil, defying US sanctions