WS #6519
No material new developments in the last 30 minutes. The dominant narrative remains the Iran-US tensions and Palantir earnings, with no counter-signals or de-escalation updates. The Ukraine ceasefire announcement remains a low-significance item with no new details.
Key developments
- Iran attacks UAE oil port and ships near Strait of Hormuz; US military engages Iranian boats
- IMF's Georgieva warns adverse scenario in place; oil at $125/barrel would lead to 'much worse' outcome
- Palantir Q1 revenue jumps 85% to $1.63B, beats estimates; raises FY guidance
- Pinterest Q1 beats on top and bottom lines; Q2 revenue guidance above estimates
- Diamondback Energy beats Q1 estimates, raises oil production immediately due to high prices
- Zelenskyy announces Ukraine ceasefire starting midnight May 5-6
- SEC investigating alleged fraud in private credit; law firms solicit shareholders
- Inspire Medical Systems lowers full-year guidance sharply