WS #6627
No material new developments in the last 30 minutes. The Iran de-escalation narrative remains dominant with no new counter-signals. Ukraine conflict escalation continues but no new specifics. Corporate news from AMD, SMCI, and NICE is unchanged from prior window.
Key developments
- US and Iran close to one-page memorandum of understanding to end war
- Oil crashes 6% on Iran peace deal hopes; WTI to $95.28
- Russian drone strike in Sumy kills one, injures two; Ukraine conflict escalates
- AMD upgraded by Goldman Sachs to Buy, PT raised to $450
- BeiGene Q1 EPS $3.24 beats $0.79 estimate, revenue beats
- Taboola Q1 beats, raises FY guidance
- LivaNova Q1 beats, raises FY sales and EPS guidance
- GEO Group Q1 beats, raises FY guidance