Jack of All Trades: High Stakes SKORE 05.07.2026
Iran declared ceasefire violated; oil +5%. MCD: SSS +3.8%, CFO 'low-income consumers under pressure.' ABNB: rev +18% beat, guide raised, Iran 100 bps headwind noted. CRWV: backlog $99.4B record but Q2 guide missed, −10% AH. SKORE: ABNB 7.3 · MCD 5.7 · CRWV 6.2