WS #6768
No genuinely new developments in the last 30 minutes. The US-Iran Strait of Hormuz situation remains escalated with no new data points. Other signals (SoundHound AI, Cloudflare, trade court) are unchanged from previous synthesis.
Key developments
- US and Iran exchange fire in Strait of Hormuz; Trump says ceasefire still in place
- Cloudflare Q1 beat but Q2 guide in line, gross margin falls, announces 20% layoffs; stock down 10-18% AH
- Amazon plans $200B AI capex with $250B+ customer commitments; Amazon Pharmacy adds Ozempic pill to kiosks
- Gilead guides for earnings loss after M&A but raises sales expectations
- LifeStance Health Group prices secondary offering of 35M shares at $8.15