WS #9016

From 500 msgs · 8 key-dev

No material new developments in the last 30 minutes. The dominant narrative from the previous window (after-hours earnings, geopolitical noise) remains unchanged with no new data points or counter-signals.

Key developments

  • Lululemon Q1 profit down 35%, slashes full-year guidance on tariff headwinds
  • DocuSign beats Q1 estimates and raises guidance, but investors unimpressed
  • Rubrik beats Q1 estimates and raises guidance, shares slip
  • Cooper Companies beats on EPS and revenue
  • Zelensky proposes ceasefire and meeting with Putin; Kremlin non-committal
  • US sanctions Cuban President Diaz-Canel; Trump hints at plans for Cuba
  • Trafigura warns energy buffers 'largely spent'; jet fuel above $200/bbl
  • American Tower terminates DISH Wireless collocation agreement; no impact to 2026 financials