WS #7832
No genuinely new market-moving developments have emerged in the last 30 minutes. The dominant signals from the previous window (SpaceX IPO filing, NVIDIA earnings, Intuit miss, geopolitical tensions) remain unchanged with no new data points, counter-signals, or de-escalation. The narrative is STABLE with no material change.
Key developments
- SpaceX files for IPO on Nasdaq under ticker SPCX, Goldman Sachs as lead underwriter
- NVIDIA Q1 revenue $81.6B, EPS $1.87, Q2 guidance $91B; CFO sees $20B CPU revenue this year
- Intuit misses Q3 earnings, cuts 17% of workforce (3,000 jobs), shares down ~11% after hours
- Drone strike hits Abu Dhabi nuclear plant, escalating Iran-UAE tensions
- Fed proposes new payment account system for clearing and settling payments