WS #8466
No material new developments in the last 30 minutes. The dominant narratives (US-Iran ceasefire, AI software rally, company-specific signals) remain unchanged with no new data points or counter-signals.
Key developments
- US and Iran draft ceasefire extension; US military denies Iranian downing of aircraft
- Snowflake +36% on Q1 beat and $6B AWS deal; broad AI software rally
- GM CEO Mary Barra sells 453,402 shares at ~$82; CFO also sells
- Hedge fund Voss Capital pushes Sempra to spin off Oncor
- Nikkei futures trade at 65,735 vs cash close 64,693, signaling positive Asian open