WS #6024

The dominant signal in this window is a confirmed assassination attempt on President Donald Trump at the White House Correspondents' Dinner, with the attacker's manifesto explicitly targeting Trump and his administration. This is a high-impact geopolitical event that could trigger significant market volatility, particularly in sectors sensitive to political stability. Additionally, Google/Alphabet announced a $40 billion investment in AI startup Anthropic, signaling continued massive capital deployment in the AI sector, which is bullish for GOOGL and AI-related names. Ukrainian drone attacks on Russian oil infrastructure are forcing Russia to cut oil production by 300-400k bpd, which is bullish for oil prices and energy stocks but bearish for airlines and consumer discretionary. The Meta layoffs story from the previous window is not refuted and remains a significant corporate action. The Iran-US diplomatic meeting narrative is stable with no new developments.