WS #7831

The dominant signal in this window is the confirmation of SpaceX's public IPO filing, corroborated by Bloomberg, NYT, Axios, and multiple social media sources. The filing is for a Nasdaq listing under ticker SPCX, with Goldman Sachs as lead underwriter. This is the highest-impact event for the next 1-8 hours, likely driving a rally in space/defense stocks and potentially crowding out other narratives. Separately, NVIDIA's Q1 earnings beat ($81.6B revenue, $1.87 EPS) and strong Q2 guidance ($91B) are confirmed, but after-hours price action was muted, suggesting high expectations were already priced in. The NVIDIA CFO also provided key details: visibility to nearly $20B in CPU revenue this year, Vera Rubin production shipments starting in H2, and a 20% YTD rise in H100 GPU rental prices. Intuit's Q3 earnings miss and 17% workforce reduction (3,000 jobs) sent shares down ~11% after hours, signaling AI-driven disruption in enterprise software. On the geopolitical front, a drone strike hit Abu Dhabi nuclear plant, escalating Iran-UAE tensions, and Ukrainian drone strikes continue to disrupt Russian oil refining capacity. The Fed proposed a new payment account system for clearing and settling payments, which could impact financial infrastructure. The SpaceX IPO is the highest-impact event for the next 1-8 hours, likely driving a rally in space/defense stocks and potentially crowding out other narratives.