WS #7870
No material new developments in the last 30 minutes. The Iran nuclear crisis narrative remains stable with no new escalation or de-escalation signals. Walmart's cautious guidance and Nvidia's China revenue decline are ongoing but unchanged. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Iran's Supreme Leader orders enriched uranium to stay in country, challenging U.S. demands
- Walmart issues cautious Q2 and FY guidance below estimates, stock slides
- Nvidia Q1 revenue up 85% YoY but China revenue falls 53%, stock futures dip
- Parker-Hannifin strikes $2.5B deal for Circor's aerospace and defense unit
- Bloom Energy partners with Nebius for up to $2.6B fuel-cell deal for AI data centers