WS #8938
No material new developments in the last 30 minutes. The dominant signals remain the House War Powers Resolution, Broadcom's mixed earnings, SpaceX IPO hype, Ukraine drone strikes, North Korea nuclear buildup, and elevated oil prices. No counter-signals or de-escalation detected.
Key developments
- House passes War Powers Resolution to halt Iran war, 215-208
- Broadcom Q3 AI semiconductor guidance $16.0B misses $17.2B estimate, stock -11% AH
- SpaceX targets $1.8tn valuation in historic IPO, up to $86bn raise
- Ukraine drone strike hits St. Petersburg oil terminal, damages Russian warship
- Iran retaliates with drone strike on Kuwait airport, one killed
- IEA warns emergency oil reserves running out, oil nears $100
- CrowdStrike shares plunge 11% after-hours despite Q1 beat, raised guidance
- Trump says US intensifying strikes on Iran, deal possible by weekend