WS #6303
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged with no de-escalation signals, and the tech earnings reactions have settled. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Iran accelerates missile deployment; US considers hypersonic weapons
- Apple Q2 beats EPS and revenue, but iPhone sales miss; $100B buyback announced
- Meta plunges 8.6% on $145B 2026 capex guidance
- Alphabet surges 10% on strong cloud results, raises capex forecast
- Congress passes bill to end 76-day DHS shutdown
- Ukrainian drones strike Russian Tuapse oil refinery for fourth time
- Japan intervenes in FX market, yen surges
- Reddit Q1 revenue jumps 69%, shares up 9% after hours