WS #13494

From 500 msgs · 6 key-dev

No material new developments in the last 30 minutes. The dominant post-market earnings dump narrative (APP, HUBS, SNDK, WDC, CRM) remains unchanged with no new data points or counter-signals. Geopolitical oil signals (US-Iran deal, Houthi tanker attack) are also static. No new key developments to report.

Topics

Key developments

  • AppLovin (APP) tumbles ~22% after-hours on Q2 revenue miss and soft Q3 outlook despite 53% revenue growth
  • HubSpot (HUBS) falls on soft Q3 guidance and cut to FY26 sales outlook, though raises FY26 adjusted EPS guidance
  • SanDisk (SNDK) and Western Digital (WDC) beat Q4 estimates but sell off after-hours on guidance that fell short of ultra-bullish forecasts
  • Salesforce (CRM) appoints Miguel Milano as COO; engineering chief Srini Tallapragada departs
  • Block (XYZ) beats and guides above; DoorDash (DASH) issues strong guidance
  • US-Iran Strait of Hormuz deal reportedly close; Kalshi odds rise to 27%