WS #8856
No genuinely new market-moving developments have emerged in the last 30 minutes. The previous synthesis remains current, with no counter-signals or de-escalation to report.
Key developments
- Trump administration scraps $1.8B anti-weaponization fund
- GameStop Q1 earnings beat, $2B buyback authorized
- Shopify authorizes additional $3B share repurchase
- Ulta Beauty Q1 beat and raised FY26 guidance
- US military strikes Iranian assets and enforces blockade
- Microsoft launches MAI-Thinking-1 AI reasoning model
- Berkshire Hathaway invests $10B in Alphabet AI infrastructure
- Palo Alto Networks raises annual forecasts on strong AI cybersecurity demand