WS #13893

From 499 msgs · 7 key-dev

The US-Iran conflict narrative remains in an ESCALATING phase with no new data points or counter-signals. Oil prices continue to rise, and the market remains focused on the geopolitical risk and upcoming CPI report. No new earnings or macro data have emerged to alter the prevailing thesis. This window carries 7 key development(s), 4 at significance:high: Iran says Strait of Hormuz stays closed until US meets conditions; US strikes ship; Super Micro guides FY27 revenue $65-72B, shares +7% AH; CoreWeave revenue doubles to $2.58B, backlog $104B, shares +11% AH; Nvidia teams with Wall Street to fund $500B AI infrastructure. A further 3 development(s) sit below significance:high.

Topics

Key developments

  • Iran says Strait of Hormuz stays closed until US meets conditions; US strikes ship
  • Super Micro guides FY27 revenue $65-72B, shares +7% AH
  • CoreWeave revenue doubles to $2.58B, backlog $104B, shares +11% AH
  • CAVA double beat, shares +11% AH
  • H&R Block beats Q4, raises dividend, shares +12%
  • API crude oil inventories rise 9.072M barrels vs expected draw
  • Nvidia teams with Wall Street to fund $500B AI infrastructure