WS #9020
No genuinely new material developments in the last 30 minutes. The dominant signals from the previous window (LULU earnings fallout, Hezbollah ceasefire rejection, Pentagon missile system cancellation, large dark pool trades) remain unchanged with no new data points or counter-signals. Narrative arc is STABLE.
Key developments
- Lululemon (LULU) crashes ~10% after hours on weak guidance, Q2 gross margin to drop ~410 bps
- Hezbollah rejects US-brokered ceasefire deal between Israel and Lebanon
- Pentagon may cancel Tomahawk missile sale to Germany, Politico reports
- Dark pool trade of $500M in META detected