WS #6710
No material new developments in the last 30 minutes. The Iran-US conflict narrative remains stable with no new de-escalation or escalation signals. Earnings reports and other items from the previous window are unchanged. No new counter-signals or non-dominant-narrative developments have emerged.
Key developments
- Iran reviewing 14-point US proposal to end war; oil prices volatile
- Datadog shares surge 34% after raising 2026 revenue forecast on AI demand
- German tax panel projects €87.5B revenue shortfall through 2030 due to Iran war energy shock
- Paul Tudor Jones says AI bull market has 'another year or two to run'
- EU reportedly mulls restricting US cloud providers' access to sensitive data
- AAON surges 42% on blowout quarter driven by data center cooling demand
- McDonald's beats Q1 estimates with non-GAAP EPS $2.83 vs $2.74
- Whirlpool warns of recession-like consumer behavior, stock sinking