WS #6529
No material new developments in the last 30 minutes. The Iran-US conflict narrative remains unchanged with no new attacks, de-escalation signals, or counter-signals. Oil prices and market sentiment continue to reflect the prior escalation. No new company-specific news or data points that would alter the prevailing market outlook.
Key developments
- Iran launches drone and missile attacks on UAE oil port Fujairah, US Navy sinks Iranian boats in Strait of Hormuz
- Palantir Q1 revenue beats estimates, raises FY26 guidance, Rule of 40 score 145
- Cerebras Systems files for IPO targeting $26.6B valuation
- GeneDx Q1 earnings miss, lowers FY26 guidance, stock plunges 42% after hours
- GameStop shares fall 10% after CEO fails to explain eBay bid financing; Michael Burry sells entire position
- Secret Service shoots armed person near White House, brief lockdown