WS #6180
No genuinely new material developments in the last 30 minutes. The dominant signals from the previous window (UAE leaving OPEC, SBUX earnings, BKNG guidance, HOOD miss) remain unchanged with no counter-signals or de-escalation.
Key developments
- UAE to leave OPEC effective May 1, 2026
- Starbucks beats Q2 estimates, raises full-year guidance
- Booking Holdings lowers Q2 guidance on Middle East conflict
- Robinhood Q1 earnings miss estimates
- API reports larger-than-expected crude inventory draw