WS #7788
No material new developments in the last 30 minutes. The dominant narratives from the previous window (Iran escalation, Nvidia earnings anticipation, mixed retail earnings) remain unchanged with no new data points or counter-signals.
Key developments
- Iran Parliament Speaker escalates rhetoric: 'war of wills' with US, warns of new war
- Intuit to cut 17% of workforce (~3,000 jobs) to focus on AI
- Target (TGT) reports strong Q1 but cautious Q2 outlook, stock down ~7%
- Lowe's (LOW) beats Q1 estimates, reaffirms FY26 guidance
- Samsung labor union postpones strike, to vote on pay plan
- GitHub confirms hack stole data from ~3,800 internal repositories
- Italy summons Israeli ambassador over Ben Gvir flotilla video
- Nvidia earnings after hours: market expects beat, options show bearish NDX call