WS #6594
No material new developments in the last 30 minutes. The dominant themes from the previous window—AMD earnings beat, Iran Strait of Hormuz escalation, Anthropic-Google deal, and various earnings reports—remain unchanged with no counter-signals or de-escalation.
Key developments
- AMD Q1 EPS and Revenue Beat, Q2 Guidance Above Estimates
- Iran Launches 'Persian Gulf Strait Authority' to Control Strait of Hormuz Transit
- Anthropic to Spend ~$200 Billion with Google Over 5 Years on Cloud and Chips
- EOG Resources Q1 EPS $3.41 Beats $3.19 Estimate, Revenue $6.921B Beats $5.986B
- Lucid Group Q1 EPS -$3.46 Misses -$2.64 Estimate, Revenue $282.5M Misses $440.4M