WS #9027
No material new developments in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation to report.
Key developments
- Alphabet announces $84.75B equity capital raise; Berkshire Hathaway invests $10B
- S&P Global keeps fast-entry proposal unchanged as SpaceX listing looms
- Lululemon revenue growth slows to 5%, Americas decline 1%; stock falls 10% after-hours
- Trump uses emergency powers to direct $850M to revitalize U.S. coal industry
- Ukraine drone strikes hit 16 Russian refineries in May, a wartime record; Moscow rationing gas
- CrowdStrike CEO says AI security fears will become a bigger tailwind
- Samsara beats Q1 estimates but stock drops 4.7% after hours
- NASA ETF attracts $2.1B in May, top thematic winner