WS #6747
No genuinely new developments in the last 30 minutes. The Iran/Strait of Hormuz conflict narrative remains unchanged, with no counter-signals or de-escalation reported. Earnings beats from earlier continue to be overshadowed by geopolitical risk.
Key developments
- Iran-US military confrontation in Strait of Hormuz escalates; multiple sources report naval clash, drone attacks, and exchange of fire
- CoreWeave revenue beats estimates, extends Nvidia collaboration for 5+ GW AI factories by 2030
- Airbnb flags Middle East war impact on Q2 growth; Q1 results beat estimates
- Gilead raises 2026 sales forecast but cuts profit outlook due to acquisitions
- Synaptics weak Q4 guidance; Microchip Technology beats Q4 estimates and guides Q1 above consensus