WS #7064
No genuinely new material developments have occurred in the last 30 minutes. The dominant narrative (UAE-Iran escalation, oil supply risk) remains unchanged with no counter-signals or de-escalation. Earnings after-effects are stale. No new data points to report.
Key developments
- UAE conducted secret military strikes on Iran's Lavan Island refinery; Iran retaliates against UAE and Kuwait
- GoPro misses Q1 EPS by 775%, launches strategic review exploring sale or merger
- CleanSpark Q2 revenue plummets 25% YoY, net loss widens to $378M
- Quantum Computing Q1 revenue surges 9,364% YoY on LSI buyout; EPS beats by $0.03
- PACS Group beats Q1 estimates, affirms FY2026 guidance
- Dark pool alert: $592.85M GOOGL block trade detected
- Supreme Court extends stay on mifepristone restrictions, preserving telehealth access