WS #10084

The dominant signal in this window is the massive Ukrainian drone attack on Moscow's Kapotnya oil refinery, with multiple sources (Bluesky posts, Reuters, Times of India) confirming seven strikes and thick plumes of smoke. This is the second strike in days, escalating Russia-Ukraine tensions and supporting oil prices. Separately, Trump signed the interim US-Iran peace deal, reopening the Strait of Hormuz, but Goldman Sachs estimates oil flows may recover to only 70% of pre-war levels, partially offsetting the bullish supply recovery thesis. On the AI front, Anthropic CEO Dario Amodei and Google DeepMind CEO Demis Hassabis called for a US-led AI coalition at the G7, signaling potential regulatory coordination. Netlist sued Samsung, targeting Google and Nvidia in a new AI memory patent fight, adding legal risk for those tickers. Elon Musk neared 20% voting power in Tesla after exercising stock options, a bullish signal for TSLA. France's domestic spy agency terminated its contract with Palantir, with other European nations expected to follow, bearish for PLTR. The narrative arc on the Ukraine-Russia drone war is ESCALATING (second strike on Moscow refinery), the US-Iran deal is STABLE (signed, details emerging), and the AI regulatory/talent war is a new ESCALATING theme.