WS #8940

From 498 msgs · 10 key-dev

No material new developments in the last 30 minutes. The dominant signals from the previous window (House war powers resolution, Broadcom earnings, oil supply risks) remain unchanged. No counter-signals or de-escalation developments have emerged.

Key developments

  • House passes war powers resolution to limit Trump's Iran military action, 215-208
  • Broadcom (AVGO) falls ~11% after-hours on disappointing AI chip sales forecast
  • SpaceX IPO at $135/share, $1.77T valuation; JPMorgan Dimon to discuss roadshow
  • Ukrainian drones hit St. Petersburg oil terminal and naval base ahead of Russian economic forum
  • Iran threatens Israel and strikes Kuwait airport, killing one
  • Fed Beige Book: inflation up across most districts, steady employment
  • CrowdStrike (CRWD) reports record net new ARR, first positive GAAP net income, announces 4-for-1 stock split
  • Alphabet (GOOGL) upsizes capital raise to $84.75B from $80B