WS #6672
No material new developments in the last 30 minutes. The dominant narratives from the previous window (earnings reports and Middle East tensions) remain unchanged with no new data points or counter-signals.
Key developments
- Fortinet (FTNT) Q1 earnings beat, shares soar after hours
- Arm Holdings (ARM) Q1 revenue beats, upbeat guidance on data-center CPU demand
- Kratos Defense (KTOS) beats Q1 estimates, raises 2026 guidance
- Whirlpool (WHR) cuts FY26 guidance below estimates, shares fall
- Israeli airstrikes on southern Lebanon; Iran warns vessels in Strait of Hormuz
- China calls for Strait of Hormuz to be reopened 'as soon as possible' in Iran talks
- Vitol Group buying Mexican oil for first time in a decade amid Middle East conflict
- Average US gasoline price tops $4.50 to near four-year high