WS #12574

Multiple high-signal developments in this window. First, Ukraine's President Zelensky has sacked Commander-in-Chief Oleksandr Syrskyi, naming Mykhailo Drapatyi as replacement, following days of protests after the dismissal of Defense Minister Fedorov. This is confirmed by BBC, Al Jazeera, and multiple other sources, indicating a major shake-up in Ukraine's military leadership amid ongoing war with Russia. Second, the US-Iran conflict is escalating: US forces have redirected 8 commercial vessels and disabled 1 to enforce a blockade, while Trump threatens to strike Iran's 'Pickaxe mountain' heavily. IEA warns global oil supply is under pressure due to Strait of Hormuz disruption, pushing crude oil to ~$85/bbl and US gas prices above $4/gallon. Third, Trump has imposed 50% tariffs on Canadian goods using a never-before-used Section 338 authority, escalating trade tensions. Fourth, OpenAI is adding two independent board members (David Vélez of Nubank and Robin Vince of BNY) ahead of its IPO, a positive signal for the AI sector. Fifth, chip stocks are rebounding on TSMC price hike reports and analyst upgrades, with Micron surging 13.4% and ASML up 3.76%. The dominant narrative is ESCALATING on both the Ukraine leadership crisis and US-Iran conflict, while the tech sector shows mixed signals with some AI-related stocks gaining and others like Adobe falling on downgrades.