WS #6690
No material new developments in the last 30 minutes. The US-Iran narrative remains stable with contradictory signals (peace deal optimism vs. Trump's bombing threat), and no new data points have emerged to shift the outlook. Earnings and IPO news from the previous window carry forward without updates.
Key developments
- Iran reviewing US proposal for 14-point MOU; Trump threatens escalated bombing if no deal
- Fortuna Mining reports record Q1 free cash flow of $174M, raises production guidance
- Axon raises 2026 revenue growth outlook to 30%-32%, targets ~$450M FCF
- UBS discloses XRP holdings ahead of crypto trading launch
- Blockaid detects ongoing exploit on TrustedVolumes, ~$5.87M extracted
- Arm delivers record-breaking quarter and full-year results
- AppLovin guides Q2 revenue $1.915B-$1.945B with ~84-85% adjusted EBITDA margin
- Fortinet signals 2026 billings of $8.8B-$9.1B, raised outlook on AI and OT demand