Iran Strikes Reset the Oil Clock | PCE Meets a War Premium | Snowflake's $6B AWS Bet | Dell's Backlog on Trial
Snowflake beat on every line, locked in a $6 billion AWS deal, and surged sharply after hours. Dell reports tonight into that same AI demand story with a $43 billion backlog. The question is whether today's PCE print gives the Fed cover to stay patient or whether the overnight Iran strikes just reset the energy clock.
