WS #6641
No new material developments in the last 30 minutes. The dominant signals from the previous window (Ted Turner death, US-Iran deal, Fed hawkishness, Corning/Nvidia pact, Hut 8 lease, Bumble/NICE earnings, KKR withdrawal, Taboola results) remain unchanged with no contradictory or additional information.
Key developments
- US-Iran deal progress: Trump says Iranian uranium going to US part of deal, blockade could be lifted
- Corning (GLW) surges on landmark AI-optics pact with Nvidia (NVDA)
- Hut 8 (HUT) jumps 30% on $9.8B AI data center lease
- Fed's Musalem sees inflation risks rising
- Bumble (BMBL) falls 18% on weak Q2 revenue outlook
- Primoris Services (PRIM) plunges 47% on earnings miss and guidance cut
- Taboola (TBLA) rises on better-than-expected Q1 results and raised guidance
- KKR drops out of bidding for Nestlé water brands