WS #5797

The dominant signal in this window is the escalating Iran crisis, with oil prices surging (WTI +3% to $95.78) and stocks dipping on fears of stalling talks. This is corroborated by multiple sources (Bloomberg, GDELT, Bluesky) and has direct market implications: oil supply disruption, higher energy costs, and broader economic fallout. Trump's refusal to accept a deal to open the Strait of Hormuz suggests no near-term resolution, keeping oil prices elevated. The secondary signal is Intel's blowout earnings (revenue $13.6B vs $12.4B est., stock +19% after hours), which could lift the semiconductor sector. Meta's 10% layoff announcement is already known and less actionable. Other items (SAP earnings beat, Nvidia investment in Vast Data, airline turbulence from jet fuel costs) are either already known or less actionable. The US soldier betting scandal and DOJ Epstein investigation are non-market noise.