WS #8451
No material new developments in the last 30 minutes. The dominant narratives from the previous window (Dell earnings beat, AI infrastructure buildout, US-Iran conflict, oil supply crisis) remain unchanged with no new data points, counter-signals, or de-escalation signals. The situation is stable across all themes.
Key developments
- Dell Technologies Q1 FY27: Adj EPS $4.86 vs $2.94 est, revenue $43.84B vs $35.45B est, AI server revenue up 757% YoY to $16.1B, raises FY27 revenue guidance to $167B midpoint and AI server revenue to $60B
- Iranian missiles launched toward US warships in Strait of Hormuz; Israel intensifies strikes on Lebanon during ceasefire
- Costco Q3 FY26: EPS $4.93 inline, revenue $70.53B beats by $890M, US comp sales +9.4%
- MongoDB Q1 FY27: Adj EPS $1.32 vs $1.18 est, revenue $687.6M vs $667.8M est, raises FY27 guidance above consensus
- Okta Q1 FY27: Adj EPS $0.91 vs $0.85 est, revenue $765M vs $752M est, CEO cites agentic AI demand spike
- Gap Q1: EPS $0.90 beats $0.42 est, revenue $3.5B misses, cuts FY sales growth guidance to 1-2% from 2-3%, but raises EPS guidance
- Autodesk Q1 results miss on GAAP EPS guidance, agrees to acquire MaintainX; shares trade lower
- Nextpower to acquire Prevalon Energy for up to $365M, raises FY27 revenue outlook to $4B-$4.4B