WS #8464
No material new developments in the last 30 minutes. The dominant narrative remains the tentative US-Iran truce extension and NetApp's earnings beat, both already covered in the previous synthesis. No counter-signals or new data points have emerged.
Key developments
- US and Iran draft ceasefire extension, oil edges lower
- NetApp (NTAP) beats Q1 estimates on AI storage demand
- Large dark pool trade in Salesforce (CRM) and CEO limited expansion comments
- Gold bounces on ceasefire deal and weaker PCE data