WS #12581
No material new developments in the last 30 minutes. The dominant SMCI narrative remains unchanged, and no counter-signals or de-escalation events have emerged.
Topics
Key developments
- Super Micro Computer surges 15-20% after hours on preliminary Q4 gross margins of 15-17% and $60B+ in new orders
- Iran threatens to target US and allied interests if US attacks nuclear sites; reports of strikes on Kuwaiti radars and Amazon data center in Bahrain
- Trump imposes 50% tariffs on Canadian imports; Carney and Trump agree to intensify negotiations
- Alaska Air Q2 EPS beats but revenue misses; Q3 guidance well below consensus
- Weatherford International misses Q2 EPS estimates and guides Q3 sales below consensus
- MSCI to apply interim issuer capping of 25% on MSCI USA Enhanced Value Index
- Ukraine replaces military chief Syrsky with Drapatyi in major leadership shift