WS #6706
No material new developments in the last 30 minutes. The dominant Iran-US conflict narrative remains unchanged, with no counter-signals or de-escalation reported. Other themes (Ukraine drone strike, Norges Bank rate hike, commodity prices, EU cloud restrictions, Shell earnings, Accuray guidance) are also static. The situation is stable with no new data points to report.
Key developments
- Iran releases video claiming to have shot down US drone over Hormuz
- Drones from Russia crash into Latvia oil storage facility, NATO scrambles jets
- Brent crude drops below $100 on US-Iran deal hopes, but oil majors signal no production increase
- EPAM Systems Q1 Non-GAAP EPS $2.86 beats by $0.11, revenue $1.4B beats by $10M
- Walker & Dunlop Q1 Non-GAAP EPS $1.02 beats by $0.48, revenue $301.3M beats by $32.23M
- Celsius Holdings Q1 Non-GAAP EPS $0.41 beats by $0.12, revenue $782.6M beats by $21.97M
- GigaCloud Technology Q1 Non-GAAP EPS $1.24 beats by $0.27, revenue $379M beats by $36.43M
- ACI Worldwide Q1 Non-GAAP EPS $0.61 beats by $0.11, revenue $426M beats by $15.88M, raises FY guidance