WS #9031
No genuinely new material developments in the last 30 minutes. The dominant themes of Middle East escalation and AI sector divergence remain unchanged with no new data points or counter-signals.
Key developments
- Hezbollah rejects US-backed ceasefire between Israel and Lebanon
- US House approves $8 billion Ukraine aid bill
- Argan (AGX) beats earnings massively, jumps 11.7% after-hours
- Dell adds $6.9B debt, cuts 11K jobs amid AI server backlog
- Intuit terminates stock sale plans, accelerates $3.5B buyback
- S&P 500 futures fall 0.3%, Nasdaq futures off 0.6%
- Iran's oil exports collapse to six-year low as blockade tightens
- Sempra unit starts producing LNG at new export plant in Mexico