WS #10550
No material new developments in the last 30 minutes. The dominant signals from the previous window (Cerebras earnings, SpaceX bond, Iran war powers vote, Strait of Hormuz reopening, Morgan Stanley private credit fund) remain unchanged with no escalation or counter-signals. Narrative arc is STABLE.
Topics
Key developments
- Cerebras Systems Q1 revenue beats estimates, guides Q2 above consensus
- SpaceX prices $25B inaugural bond issuance across five tranches
- US Senate votes 50-48 to limit Trump's ability to strike Iran without congressional authorization
- Morgan Stanley caps redemptions at private credit fund after 11.6% exit request