WS #9510
No material new developments in the last 30 minutes. The Iran strike escalation and Oracle earnings miss remain the dominant signals, but no new data points have emerged to change the narrative. The situation is stable with no counter-signals or de-escalation.
Key developments
- US launches second night of strikes on Iran, explosions reported across multiple cities
- Oracle beats earnings but guides gross margins down in fiscal 2027, stock drops 7% after hours
- Microsoft's Xbox division plans major layoffs and 'reset' of the business
- Casey's General Stores surges 20% on record earnings