WS #7837

From 480 msgs · 5 key-dev

No material new developments in the last 30 minutes. The dominant narrative remains unchanged: NVDA's after-hours dip on earnings, INTU's sharp decline, and stable geopolitical/crypto news. No counter-signals or de-escalation observed.

Key developments

  • Nvidia beats Q1 estimates but shares fall 1.4% after hours on sell-the-news
  • Intuit plunges 14% after revenue miss and 17% workforce reduction
  • SpaceX files for IPO at $1.75T valuation, reveals xAI losses of $6.4B
  • Oil edges up after plunging on US-Iran deal optimism
  • Fed proposes limited master accounts for crypto firms