WS #8459

From 479 msgs · 15 key-dev

The dominant narrative from the previous window (Dell earnings, Iran tensions) remains unchanged with no new material developments in the last 30 minutes. No counter-signals or de-escalation have emerged. The data dump contains only routine noise and rehashed headlines.

Key developments

  • Dell Technologies Q1 earnings beat: EPS $4.86 vs $2.90 est, revenue $43.8B vs $35.4B est, guidance raised sharply
  • Iran strikes US air base in Kuwait in retaliation for US strikes on southern Iran
  • Gap cuts full-year sales guidance, stock down 13% after hours
  • American Eagle Outfitters Q1 comps miss, weak Q2 guidance, stock down 11%
  • Anthropic raises $65B at $965B valuation; Apollo/Blackstone work on $36B debt deal for Anthropic to buy Google chips
  • US Q1 GDP second estimate 1.6% vs 2.0% expected
  • Okta shares up 12% after hours on revenue guidance beat
  • NetApp shares up 12% after hours on guidance beat